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 out all Prospective Grant Reviewers from your database.
- Select Profiles from the Home page.
- Click Profile Types.
- Add a Profile Type, Profile Fund Category, Address Type, or Gender.
- Enter a Name for the profile type, fund category, or address type, then click Create.