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A
Anonymous
August 31, 2017
Question

Handling of Multiple Roles

  • August 31, 2017
  • 1 reply
  • 822 views

I'm wondering how the community handles lead contacts with multiple roles that can evolve over time.   By role I mean Top Executive in IT or Finance, etc. 

Do you simply use the one Role field already available, entering in one or more values?  Do you create individual fields for each role even though the name may change in the future which requires a new field and later inactivation? 

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1 reply

Josh_Hill13
Josh_Hill13
Level 10
August 31, 2017

Please explain how you want to use Role.

One option is to use it like Buyer Persona and use Title matching batch campaign or Segmentation to shift people if their Titles change. This only happens rarely, so not sure how big of a deal it is.

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