How to tie a contact to a deal or company and know his roleSOLVE
3 weeks ago
Currently I can find no way to identify why the contact is part of a deal. His title doesn't help. It's his role in the deal close process I need. Same for Company contacts. How do we know who is the vendor salesman, cust service rep, pre-sales consultant, we are partnering with? Again titles don't help. And roles can change for a person from deal to deal. Another post is requesting tags. Useful if we can use them as the relationship in this use case.
Any ideas? How do you know the role a contact has on a complex deal?
Solved! Go to Solution.