Creating a New Role For an Affiliated Contact
End users can track a contact’s importance and influence level within an account by defining their role in the Roles list. Users can then refer to this information prior to calls and adjust their discussions accordingly.
To create a new role for an affiliated contact
Affiliate an account with a contact as described in the previous procedure, Indicating an Affiliation Between an Account and a Contact.
Go to the Roles list, create a new record and complete the necessary fields.