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You can assign one or more roles to a contact

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Steps

Info

Requirements

  1. Go to the Contact Profile Page of the contact you want to give a role to

  2. Scroll down to the Roles box that appears on the left side

  3. Press the Add button within the Roles box

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  4. The Roles box expands to display the Select Contact role dropdown list where you can choose a Role to give the contact

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  5. You must add a Start date to the role

  6. Adding an End date is optional

  7. Press Save

  8. The box updates with the details of the Role you gave the contact