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Customer types

View as Markdown

Open Settings › Customer types (organization admins and customer success managers).

  • Add a type: enter the Customer type name and click Add type.
  • Remove a type: click the minus next to it. A type that a customer still uses can’t be removed; you see “There are at least one customer using this type”. Change those customers’ type first.

The types show up when you add or edit a customer.