How to: Set Up Organizational Levels for Contact Persons
You can use organizational levels on your contacts to specify which position they have in the company, for example, top management. You can use this information when entering information about your contacts.
Using organizational levels on contacts is a two-step process. First, you define the organizational level code. You only have to perform this step one time for each organizational level. Once you have an organizational level code, you can start to assign the code to contact persons.
To define an organizational level code
The organizational level code defines the type or category of the organizational level, such a CEO or CFO. You can have several organizational level codes. To define the organizational level, you use the Organizational Levels window.
- Choose the icon, enter Organizational Levels, and then choose the related link.
- Choose the New action, and fill in a code and description. The code can be a maximum of 11 characters, and can be any combination of numbers and letters.
To assign organizational levels to a contact person
You can assign organizational levels to contact persons only, not contact companies. You can only assign one organizational level to each contact.
- Open the contact.
- In the Organizational Levels field, select the code you want to assign.
After you have assigned organizational levels to your contacts, you can use this information to create segments.
After you have assigned job responsibilities to your contacts, you can use this information to select contacts for your segments. For more information, see How to: Add Contacts to Segments.