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   To enter or update a contact's work classification:

1. Locate the contact whose record you want to update.

See: Finding and Viewing Contact Information.

2. In the Classification region, select a job title code and department code.

Use the list of values to locate a predefined code for both job title code and department code. As you select a job title or department code, their descriptions become the default values in the Correspondence Use region.

3. In the Correspondence Use region, enter the contact's actual job title and department name.

Enter this information, exactly as you would want it to appear on a mailing label. For example, your internal job classification of a contact may be abbreviated to CEO, but when you correspond with the contact, they may prefer to be addressed as Chief Executive Officer.

4. Assign a rank to the contact.

Rank the contact as to their relative perceived value to your sales efforts. Values are determined by your implementation team.

5. In the Correspondence Use region, enter a contact's mail stop, E-mail address, native language, and any other languages the contact speaks.

6. Enter the name of this contact's manager (optional).

This information is used to build the contact hierarchy in the Account Detail window to provide information about the internal structure of account decision making. It is a list of values of the other contacts at the account.

7. Check any of the following check boxes to further classify this contact:

Decision Maker: This contact has the authority to make a decision regarding a purchase.

Use as Reference: This contact can be used as a reference to other prospects.

Do Not Mail: Exclude this contact from promotional mailings

Active: This is a contact with whom you are currently working.

8. Choose Save on the toolbar to add the contact's work classification to the database.