What are the contact types in AI CRM?

Learn what Lead, Active Client, Past Client, Sphere, Agent, Vendor, and Other mean in AI CRM.

Note: This feature is available on both desktop and the Luxury Presence Mobile App.

Overview

AI CRM organizes every contact into one of seven types — Lead, Active Client, Past Client, Sphere, Agent, Vendor, or Other — so you can quickly filter your contact list and control which contacts get created when you connect your email or calendar.

What each contact type means

• Lead — A potential client you haven't yet closed a deal with
• Active Client — A client you're currently working with on an open transaction
• Past Client — A client whose transaction has already closed
• Sphere — Someone in your personal network, outside of active business
• Agent — Another real estate agent
• Vendor — A contractor or service provider
• Other — A contact that doesn't fit any of the categories above, such as a non-business contact

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How contact type is used in AI CRM

Contact type in AI CRM isn't just a label — it actively controls a couple of things:

• Email and calendar sync — When you connect your email to AI CRM, you choose which contact types get created automatically from your inbox. See How do I connect my email to AI CRM? for the full connection process.
• Contact list views — Contact type drives the default filtered views in the Contacts section, so your Leads and Clients show up in their own views rather than one long undifferentiated list.

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How to change a contact's type

To update a contact's type in AI CRM, start here:

1. Navigate to the Presence® Platform.
2. Click Contacts from the left-hand menu.
3. Click directly on the contact type, either from the main contacts list or from the contact's detail page, and select the new type.

The contact's type updates immediately and is reflected right away in your list views and filters.

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FAQs

What are the contact types in AI CRM?

AI CRM has seven contact types: Lead (a potential client), Active Client (a client with an open transaction), Past Client (a client whose transaction has closed), Sphere (someone in your personal network), Agent (another real estate agent), Vendor (a contractor or service provider), and Other (anything that doesn't fit the categories above).

What's the difference between Active Client and Past Client?

Active Client is for a client you're currently working with on an open transaction, while Past Client is for a client whose transaction has already closed. Updating a contact from Active Client to Past Client once a deal closes keeps your Contacts filters accurate.

Does contact type affect anything else in AI CRM?

Yes. Contact type controls which contacts get created automatically when you connect your email or calendar to AI CRM, and it drives the default filtered list views in Contacts, such as your Leads and Clients views.

Can I change a contact's type after it's created?

Yes, you can change a contact's type at any time. Click directly on the contact type from either the main contacts list or the contact's detail page, and select the new type.

Can I view and change contact types from the Luxury Presence Mobile App?

Yes, contact types are available on both desktop and the Luxury Presence Mobile App. You can view and change a contact's type from either platform.

How do I contact Luxury Presence support about contact types in AI CRM?

If you have a question about contact types that isn't covered here, you can contact our support team:

• Live chat via the Presence® Platform (fastest)
• Email: support@luxurypresence.com (general) / billing@luxurypresence.com (billing)
• Phone: 310-955-1077, option 2 (Monday–Friday, 6:00 AM–6:00 PM PT)