The Client Types tab is where you can define the list of client types agents will select from when classifying the event. Examples you could use are: Existing Customer, Prospective Customer, Partner, or any type that is applicable to your company. For each type added you can then define further requirements such as notes or reference fields.

Client Types Tab

Once the Classifications screen is opened, by default, a list of All existing client types is displayed on the screen. The view client types can be filtered by Per Team, Per Queue, or view All client types by selecting the desired option.

For more information, please refer to the following articles: