Contact & Company Roles

Multiple contacts and companies can be associated to a lead and their role in the lead can also be recorded. For example, one contact may have the role of buyer, and another contact may have the role of technical advisor. The primary contact and company associated with the lead will appear within the General Information section of the lead document.

To create additional contact or company associations for a lead, to add a role to a contact or company or to change the primary contact or company association, follow these steps:

1. In the main tab menu or from anywhere within the application, click the Leads tab

2. Click on Lead Name of the lead that you would like to edit

3. Scroll down the lead document until you reach either the Contacts or Companies light green title bar that you would like to edit and click edit at the top right of the title bar.

1. Click on the magnifying glass to associate a new contact or company to the lead.

2. Click on the box to make a contact or company the primary relationship - which will automatically display the contact or company within the General Information section of the Lead document.

3. Type the contact of company's role within the role field.

4. Click Save & Close to save these changes.