Managing Client Types

Administrators can add or delete Client Types in the CRM.


Select Edit Advertiser Types to open the Advertiser Types screen.

Add a Client Type

  1. Select + Client Type.
  2. Enter the new Client Type in the blank field.
  3. Select Update Client Types to save it.

Delete a Client Type

Find the Client Type you want to remove, then select the X in the Action column.

Client Types appear in a drop-down list when adding or editing a client. The assigned Client Type is also displayed when viewing client records.