Customer Types

Customer Types are used to classify your Customer base.
Examples: Commercial, Residential, Property Manager, Property Owner, Home Builder, Community, Lot, Tenant, etc...

Create a New Customer Type

Use the steps below to create a new Customer Type within your company’s system.

  1. From the Control Tower, select the Admin drop down on the top right.
  2. Select Customer Type.
  3. A new Customer Type tab displays.
  4. Update the Code and Description fields with your company’s vernacular for classifying Customers.
  5. Select the Save button.
  6. Complete steps 4 and 5 for each Customer Type needed.