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  • Activity (non-contact) - Use this for any type that is not a "true" contact, such as administrative entries. Activities will display in the Relationship Profile, but will not be considered when calculating the last time a prospect was contacted or in viewports when showing the number of contacts made by an officer.
  • Event
  • Letter/Email
  • Other Contact - Use this for types that are "true" contacts but do not fit into one of the other contact type categories. These contacts will be considered when calculating the last time a prospect was contacted or in viewports when showing the number of contacts made by an officer.
  • Phone
  • Social Media
  • Text Message
  • Visit

Changes made to the contact type mapping may not reflect in the platform until the next time you nightly feed is processed.

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Visits by Officer

Contacts by Contact Type

Number of Prospects Without Contact in 90+ Days