Roles and Relationships

What is a Role?

Assigning a Role to your Opportunity defines what a linked person or company means to you.

When you link a Person to a Company, you can choose what their Role is. This helps by documenting who does what in a Company. That way, when you call or email a Company, you're sure you're reaching the right people.

For example, let's say Jason DeCostas works at the Hole in 1 Golf and Country Club as the club's head golf professional, overseeing the pro shop. It is his responsibility to keep the pro shop fully stocked, and to manage the other golf pros employed at the golf course.

You would assign a Category of Client to the country club, and a Person Role of Decison Maker to Jason.

Did you know?

Roles are different than Titles.

A Role describes what the Person or Company means to your business.

A Title is what that Person does at their Company.

Daylite allows you to define Roles for People and Companies, and assign them to:

Types of Roles a Person Might Play

Aside from the obvious Owner, Client, or Managment level Roles, here are three Role definitions you should know.

• Decision Maker: This would be assigned to the person who has been identified as the one making the decision to purchase your product or service.

• Advocate: This would be assigned to the person who has been identified as the one favouring your product or service, and may influence the Decision Maker.

• Gate Keeper: This would be assigned to the person who has been identified as the one who can provide access to the Decision Maker, such as the Personal Assistant or Office Manager.

Assigning Roles to a Person or Company

To start assigning Roles, navigate to Settings > Roles & Relationships and choose either Person Role or Company Role.

1. Role and Relationship Tabs.

2. Active Check Box - by unchecking the Active box the role will not be displayed.

3. Description.

4. Company, Project and Opportunity icons.

5. Roles that have been assigned to Companies Projects and Opportunities.

What is a Relationship?

Linking two People together to indicate that they are related in some way is called a Relationship.

You can either create a new Person in Daylite and link them to the currently selected Person, or link two existing People in Daylite.

This produces what is called a Relationship between the two Contacts.

There are two types of Relationships when it comes to Linking.

The first Relationship is called a hierarchy based relationship. This is most often found in a work environment. As an example, David has an assistant named Stephen. This relationship also means Stephen is the assistant of David, depending on which way you are looking at this record.

The second Relationship is called an equality based relationship. This is usually found in personal relationships, such as Toby is the brother of Susan, which also means Susan is the sister of Toby.

You can also assign relationships to Companies, by linking one Company to another and using the drop down menu, just like you would with equality and hierachical relationships.

As an example, Sunshine Consulting is the parent company of The Dreamers, so you would select the Edit button, scroll down to companies, add The Dreamers to the Sunshine Consulting record, and select is the parent company from the list of menu options. Remember to press Done when finished.

These can be reviewed in Settings > Roles & Relationships.