Has this person owned real estate? Does this person currently own real estate? Would this person like to own real estate?
Is this person a real estate lawyer?
Does this person primarily broker real estate?
Does this institution or individual loan a borrower money?
Does this individual operate commercial real estate?
Is this person an assistant, media contact, etc.?
Does this person occupy land or property rented from a landlord?
Is this person involved in examining and insuring title?
Is this person a vendor?
These record types are used in 2 primary ways: 1) To determine what is displayed on the contact records page layout, and 2) To segment your contact database.
When you create a contact record for the first time, you will be prompted to determine which Contact Record Type you would like to assign to that new contact. To do this, follow the steps below.
*Note: Each different Record Type has different page layouts associated with them that are specific to the record type in question.