Contact roles will allow you to associate multiple contacts with each opportunity and to give those contacts a particular role in the opportunity, such as Manager or Associate. Associated Contact roles with your opportunities will help you to better manage your opportunities and who is working on them.
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Click from the main toolbar, then click from the left toolbar. Click on the button bar and click on the button bar of the Admin menu.
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Type the names of the roles you want to create, such as Manager, Contractor, Assistant, etc., and then click . Then, click the button from the top menu of the Admin Screen, select from the Available Entities to Display box, and move it into the Displayed Entities box. Press .
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Click from the left menu bar and then click the
icon. At the top
are the Related Information, click the link. -
On the far right of the screen, click the link. The drop down list will display the roles you created within the Admin section. The
icon will give a
list of Contacts from which you can choose who will have that
Contact Role for that opportunity. -
If you want a Primary Contact for the opportunity, simply click the radio button beside that person. Click when finished.
See Also:
Contact Manager provides the ability to create arbitrary relationships between various entities in OfficeClip. For Example:
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For Real Estate Transactions, a Broker can be a relationship between two Contacts.
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An Account can be a Partner of another Account
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A Contact can be a Coordinator for an Opportunity.
To create relationships in Contact Manager, follow the steps:
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To create relationships between the modules of the Contact Manager (Contacts, Accounts, Opportunities and Campaigns) click on the
icon of the
Contact, Account, Opportunity or Campaign you want to add a relationship to, and
then click on the
Related information tab along the
top. -
Click the link in the table. Your First Participant will be named; you can select the relationship from the drop-down menu and select the Second Participant. Click .
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The Relationship is now set up between the two participants.
See Also: