Handling of Multiple Roles

Not applicable

Handling of Multiple Roles

I'm wondering how the community handles lead contacts with multiple roles that can evolve over time.   By role I mean Top Executive in IT or Finance, etc. 

Do you simply use the one Role field already available, entering in one or more values?  Do you create individual fields for each role even though the name may change in the future which requires a new field and later inactivation? 

Level 10 - Champion Alumni

Re: Handling of Multiple Roles

Please explain how you want to use Role.

One option is to use it like Buyer Persona and use Title matching batch campaign or Segmentation to shift people if their Titles change. This only happens rarely, so not sure how big of a deal it is.