Assigning Contact Types for Your Book of Business in the Hearsay Relate App

The Contact Types help you to gain valuable customer journey insights by tracking where your customer is in the marketing funnel. The available contact types within Hearsay Relate are “Prospect”, “Lead”, “Client”, “Other”, and “None”. To label, change and modify Contact Types on your mobile, simply follow the instructions below:

  1. Open the Hearsay Relate app on your phone and open a conversation.
  2. Tap the “i” icon in the top-right corner.
  3. Click on the pencil icon in the top-right corner.
  4. From there, next to Contact Type, select Contact Type (Prospect, Lead, Client, Other or None).

To see this demonstrated, please watch the following video:

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