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You can add several Perspective Providers to a contact.

Watch the walkthrough

https://www.loom.com/share/6585438e94be44efb7fe5db93cdd2b68

Steps

  1. Go to the Contact profile page of the Perspective Receiver

  2. Check that the Perspective Provider has a Relationship with the contact

    1. If the Perspective Provider does not already have a Relationship with the Contact, create a Relationship

    2. It is not mandatory to create a Relationship between a Perspective Provider and a Contact (the Perspective Receiver). However if you do, it makes it easier to identify and filter their responses.

  3. Go to the Perspectives From tab

  4. Enter the names of the Perspective Providers

    1. If the Perspective Provider already exists as a Contact on Makerble, you can only add them if they have an Email Address saved on their Contact Profile

    2. If the Perspective Provider does not already exist as a Contact on Makerble, you must enter their email address in the Add a Perspective Provider text field. (Makerble will automatically generate a Contact Record for that person and their name will be their email address; until you edit it)

  5. Press Save Changes

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