For each Client and Contact for a Lead or Shoot, you can specify any number of Contact Roles. A contact role is an organizational tool to help you understand how that client or contact is related to that particular lead or shoot. 

For example: 

  • Frank is the groom for Frank and Mary's Wedding
  • Mary is the bride for 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

Contact roles are useful because you can automate correspondence based on contact 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. 

While on a lead or shoot's Clients & Contacts page, just below each contact's name, you can add, edit or remove a role for that contact. Click the "Add Role" button 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 role you'd like to remove. 

When editing a contact, click the "Overview" section where it lists all the leads or shoots that contact is associated to. For each of these leads or shoots, you can add, edit, or remove a role for that contact. Click the "Add Role" button and choose from your list or roles, or create a new one. To remove a role from a contact for that lead or shoot, click the "x" button beside the role you'd like to remove.

Go to Settings > Automation > Customizable Lists, and go to the "Contact Roles" section to edit, create, and delete contact roles. 

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