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Assign Individual Contact Designations
Sep 27, 2023
1659
To track your contacts' professional experience, designations may be assigned to those individuals in the database.
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IMPORTANT: If you have the Real Estate Edition, designations will be handled by your NRDS/M1 sync. You will not be able to create or add designations via GrowthZone. These designations will be displayed (and can be updated) on the contact's Real Estate tab. |
- On the individual's contact record click Edit Individual.
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- Select the desired designation(s) from the Designations list. Designations must first be configured under Setup > Miscellaneous. See Configure Designations for instructions.
- Enter the Earned On date (Optional).
- Click Done.
