How to Add Relationship and Select Decision Maker in Salesforce | Scribe

    How to Add Relationship and Select Decision Maker in Salesforce

    • SalesforceSalesforce
    1
    Navigate to [https://ministry.lightning.force.com/lightning/r/Account/0012G00001mqsLSQAY/view?ws=%2Flightning%2Fr%2FReport%2F00O5c000008AIddEAG%2Fview%3FqueryScope%3DuserFolders](https://ministry.lightning.force.com/lightning/r/Account/0012G00001mqsLSQAY/view?ws=%2Flightning%2Fr%2FReport%2F00O5c000008AIddEAG%2Fview%3FqueryScope%3DuserFolders)
    2
    Click "Archdiocese of Cincinnati"
    3
    Click here.
    4
    Click "Add Relationship"
    5
    Click the "Contact*" field.
    6
    Click here.
    7
    Click "Decision Maker"
    8
    Click here.
    9
    Click "--None--"
    10
    Click "Neutral"
    11
    Click here.