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Tracking Contact Roles at an Account

Tracking a contact's role or roles at a company is critical to understanding the influence that the contact has on any buying decisions at the account. In addition to specifying a contact's role from the Account Details page, you can define a contact's role for each related account from the contact detail page.

To specify one or more roles for an account contact

  1. Navigate to the Account Detail page.
  2. In the Contacts section, select the Contact, and then click the Edit Roles link.

    The Contact Roles Edit page shows the available and selected roles for the account contact.

  3. In the Available section, choose roles (for example, user, evaluator, approver) for the contact, and use the directional arrow to move the roles to the Selected section.

    Use the up and down arrow to change the order of the roles. The top role in the list is the primary role.

  4. Click Save.


Published 05/11/2007