Profile Types are used to help segment, filter, and prioritize your database of profiles. For example, if multiple profiles have a Prospective Grant Reviewer profile type, you could filter a list that only included profiles with that profile type, or a list that excluded profiles with that profile type.
- Navigate to the Profiles page.
- Click Profile Types on the left-side menu.
- Click Add Type (profile type), Add Fund Cat, Add Address Type, Add Email Type, Add Engagement Strategy, or Add Gender on the left-side menu.
- Enter a description for the profile type, profile fund category, address type, email type, engagement strategy, or gender then click Save or Create.