A Deal Role is a role you assign to contacts associated with a deal. Your account comes with two roles: Contributor and Decision Maker. However, you can create additional roles for contacts or remove any role from your account. You may want to leverage roles so you and your team can quickly see who to reach out to regarding a deal and who your decision-makers are. You can also use roles to segment your contacts.
Roles can only be assigned to contacts and seen on the Deal Details page. Roles cannot be assigned to contacts from their contact profile page, nor can you view a contact's role from their profile page.
Add a role to a contact
Once a deal is created, you can apply a role to any associated contact.
- Click Deals on the left menu.
- Click the pipeline dropdown, then click the pipeline containing the deal you want to modify. Note that you can also search for the deal by typing the deal title, email, phone, or account name into the search field.
- Locate the deal you wish to update, then click it to open it.
- Hover your mouse over the contact you wish to modify with a role.
- Click the pencil icon that appears.
- A modal window will appear. Click the "Role" dropdown, then click the role you wish to apply to the contact. Note that you can use the search field in the dropdown to search for a role.
- Click the "Save" button.
The role will be applied to the contact on the deal. As a reminder, the role will not be displayed on the contact's profile page.
Manage deal roles
You can create additional roles for contacts associated with your deals. You can also delete the default roles that we provide.
- Click Deals > Deal Settings on the left menu.
- Click the "Add a new deal role" button in the Deal Roles box.
- A new line will be added to the Deal Roles box. Type the name of the new role into the space provided.
The new Deal Role will be added to your account. You can apply it to any contacts associated with a deal.
Delete a Deal Role
You can delete Deal Roles from your account if you no longer need them.
When you delete a role from your account, it will be removed from contacts who had that role applied to them.
- Click Deals > Deal Settings on the left menu.
- Click the "Deal Settings" option.
- Click the X next to the role you wish to delete.
- A "Delete a deal role" modal. If any contacts were assigned the role you are deleting, we'll ask you to reassign those contacts to different roles.
- To assign a different role, click the dropdown in the modal and click the role you wish to assign
- If you don't want to apply a role to affected contacts, click "None."
- When finished, click the "OK" button.
The role will be removed from your ActiveCampaign account.