1 Reply Latest reply on Aug 31, 2017 9:47 AM by Josh Hill

    Handling of Multiple Roles

    Bill Wolfe

      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?