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. |  |
Need help?
To request any support or if you have identified a bug or incident , please create a Freshdesk ticket using Solvia platform : https://solvia.solvay.com/
you can copy users with email address , default priority is Low , then Submit . We advise you to put keywords in subject to ease dispatching to correct Agent : CRM - Complaint for example
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