Classifying Contact "Types"

• A Contact Type in CareFunnels is a categorization/label used to distinguish different kinds of contacts based on their role, relationship, or purpose within CareFunnels.

• Inbound Phone Calls and Form Submittals create New Contacts in CareFunnels

• Inbound Calls and Form Submittals from existing contacts (matching phone number and/or matching email) DO NOT create new contacts.

Form Submittals

• When someone applies to a job on your website, or completes a form expressing interest in employment, CareFunnels automatically categorizes the Type as Caregiver

• When someone completes a form expressing interest in home care, CareFunnels automatically categorizes the Type as Client.

Inbound Calls

• When someone calls you for the first time using a phone number in CareFunnels, CareFunnels automatically categorizes the Type as Uncategorized.

Set the Type as Caregiver for the following Contacts:

• Prospective Caregiver

• Job Applicant

• Candidate

• Interested in Employment (qualified or not qualified)

• Current Caregiver

• Former Caregiver

Set the Type as Client for the following Contacts:

• Prospective Client (qualified or not qualified)

• Current Client

• Former Client

• Family Member or Primary Contact of Prospective Client (qualified or not qualified)

• Family Member or Primary Contact of Current Client

• Family Member or Primary Contact of Former Client

Set the Type as Referral Source for the following people:

• Current Professional Referral Source

• Prospective Professional Referral Source

Set the Type as Other for the following people:

• Vendors

• Sales Calls

• Wrong Number

• Spam Calls

• Contacts that do not fit Caregiver, Client or Referral Source as defined above.