Customer Feedback

How do I assign a contact a job role?

You can assign a job role to a contact, so you can easily keep track of who it is you're speaking to within a company you're tracking feedback for.

From the workflow tab

You can create a new Job Role by going to Account Settings > Workflow. Scroll down to the bottom and under "Job Roles" you can create, organize, and manage all job roles.

From the contact profile

You can assign a new Job Role from the contact profile under the "Job Role" field. If the job role doesn't exist, you'll be prompted to create a new one.