Examples of participant types are: Client, Attorney, Paralegal, Bookkeeper, Manager, etc.

Info
See https://actionstep.zendeskfreshdesk.com/hcsupport/en-ussolutions/articles/360055643393150000019991-introduction-Participantto-contactparticipant-Typestypes in Actionstep Help Center

Hands-on
Create a custom participant type for “Managing Executive.”

Continue to Custom Participant Data =>

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