How to: Assign Organizational Levels

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You can assign an organizational level to your contacts to specify which position they have in the company, for example, top management. Only contact persons can be assigned organizational levels. You can only assign one organizational level to each contact.

Before you can do this, you must set up organizational levels in the Organizational Levels window.

To assign an organizational level

  1. In the Search box, enter Contact, and then choose the related link.

  2. In the Contacts window, select the contact that you want to assign an organizational level to

  3. On the Segmentation FastTab, in the Organizational Levels field, select the code you want to assign.

Note

After you have assigned organizational levels to your contacts, you can use this information to create segments.

See Also

Tasks

How to: Create Contact Persons

Other Resources

Organizational Levels