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
- Select the account.
For information on selecting accounts, see Finding Records.
- In the Contacts section of the Account Detail page, click the Edit Roles link for the contact.
The Account Roles Edit page shows the available and selected roles for the account contact.
- 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.
- Click Save.
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