Contact roles are an organizational tool that you can use to understand how a client or contact is related to a particular lead or shoot. You can specify any number of contact roles for each client and contact.
Examples of Contact Roles
Here are some examples of contact roles:
Frank is the groom for Frank and Mary's Wedding
Mary is the bride of Frank and Mary's Wedding
Elizabeth is the mother of the bride for Frank and Mary's Wedding
Joanne is a vendor (both decorator and florist) for Frank and Mary's Wedding
Vincent is a vendor (the DJ) for Frank and Mary's Wedding
Benefits of Contact Roles
Contact roles are useful because they allow you to automate correspondence based on the contact's role. For example, you could send an email to all contacts with the role "vendor" from a shoot, or you could send a questionnaire to the contact with the role "bride" for a shoot.
How to Add, Edit, or Remove Contact Roles
To add, edit, or remove a contact role, follow these steps:
Go to the lead or shoot's Clients & Contacts page.
Find the contact you want to add, edit, or remove a role for and click on their name.
Click the "Add Role" button below the contact's name and choose from your list of roles or create a new one.
To remove a role from a contact, click the "x" button beside the one you want to remove.
How to Manage Contact Roles
To manage your contact roles, follow these steps:
Go to Settings > Account > Metadata.
Go to the "Contact Roles" section to edit, create, and delete contact roles.