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
In the Search box, enter Contact, and then choose the related link.
In the Contacts window, select the contact that you want to assign an organizational level to
On the Segmentation FastTab, in the Organizational Levels field, select the code you want to assign.
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After you have assigned organizational levels to your contacts, you can use this information to create segments. |
Tip |
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For more information about how to work with fields and columns, see Work with Data. For more information about how to find specific pages, see Search. |