Using Affiliations to Define Roles or Relationships

Teams use affiliations to define the roles and relationships contacts have to a company or organization. They are primarily used to define an individuals status in your program (i.e. a supervisor, billing contact, champion, etc). You can learn how to create affiliations by watching this short video tutorial.

Affiliations are also a great way of marking a former employee. See info on how to do that here (Marking a Contact as Former).

Utilizing Affiliations in your organization:

• Opening up a contact brings up a section called Affiliated Accounts. If you don’t see an affiliation pop up, you can add one by selecting new and define a role and status.

• While editing affiliations, you can define a number of different roles, their status in the organization, their start dates, and end dates.

• To find affiliations in reports, select All Folders -> CWSP Sales Reports -> Contacts w/ Affiliations