Step By Step

"Involved Contact” allows you to link to an Account a contact that is employed by another Account
To link an existing contact to another account, hoover on “Involved Contacts” and click “New”
Click on the lookup icon to search for your contact
Once you find him, click on his name
Before clicking on Save, define the role of this contact for the new Account
The roles are the following •INITIATOR: first identifies the need to buy a particular product or service to solve an organizational problem; •INFLUENCER: (their) views influence the buying center's buyers and deciders; •DECIDER: ultimately approves all or any part of the entire buying decision – whether to buy, what to buy, how to buy, and where to buy; •BUYER: holds the formal authority to select the supplier and to arrange terms of condition; •USER: consumes or uses the product or service
Finally, click on Save
Done! You have linked an existing contact to your account
This new involvement is also available on the contact page, where David can consult all the accounts where his contact is related to.