Creating New Contact for the Organizational Analysis

Complete the following procedure to create new contacts for the organization analysis.

To create new contacts for the organization analysis

1. Navigate to the Opportunities screen, then the Opportunities List view.

2. Drill down on the Opportunity Name field of the opportunity record.

3. Navigate to the Organization Analysis view.

4. In either the default Organization Chart view or in the Contacts list (toggle view), create a new record.

5. In the Add Contacts dialog box, create a new record.

6. In the new contact record enter the contact information in the fields, and then save the record.

   Note: If you create a new contact directly from the Organization Chart view, then you must save the record to return to the Organization Chart view.

   The following table shows the shading that appears in the contact node in the organization chart for each value in the Level of Influence field.

   Field Value	Shading
   Low	None (no shading)
   Political Structure (Medium)	50% shading (or light gray)
   Inner Circle (High)	80% shading (or dark gray)