How to: Assign Job Responsibilities
You can use the Contact Job Responsibilities window to assign job responsibilities to your contacts. Only contact persons can be assigned job responsibilities.
Before you can do this, you must set up job responsibilities in the Job Responsibilities window.
To assign job responsibilities to a contact
In the Search box, enter Contact, and then choose the related link.
In the Contacts window, select the contact that you want to assign job responsibilities to.
On the Contact card, on the Navigate tab, in the Contact group, choose Person, and then choose Job Responsibilities. The Contact Job Responsibilities window opens.
In the Job Responsibility Code field, select the job responsibility you want to assign.
Repeat these steps to assign as many job responsibilities as you want.
You can also assign job responsibilities from the Contact List window by following the same procedure.
Note
The number of job responsibilities you have assigned to the contact is displayed on the Contact card, on the Segmentation FastTab, in the No. of Job Responsibilities field. When you have assigned job responsibilities to your contacts, you can use this information to select contacts for your segments. For more information, see How to: Add Contacts to Segments.
See Also
Tasks
How to: Set Up Job Responsibilities