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You can assign one or more roles to a contact

Steps

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

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

  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

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