Easily Assign Roles to Contacts in SalesEdge.io for Smarter, Targeted Company Communication

Understanding exactly who does what within your clients’ organizations just got easier. With the latest update to SalesEdge.io, you can now assign clear roles—like Employee, Billing Contact, or Decision Maker—to each contact under a company. This helps you keep responsibilities up to date and ensures you always know you’re reaching out to the right person at the right time.

What’s New in SalesEdge.io?

• Custom Roles: Create tailored labels in your settings to define the relationship between your contacts and companies.
• Single or Paired Labels: Use the same label on each side (like “Member”) or different ones (like “Employer” and “Employee”) for clarity. Set how many relationships are allowed both ways.
• Flexible Relationships: When linking a contact to a company, simply choose their role—and update it anytime as things change.
• Multiple Roles for One Person: A single contact can hold more than one role with a company—for example, someone can be both the Billing Contact and a Decision Maker.
• Role-Based Communication: When sending emails from the Companies section, select recipients by their assigned roles. Don’t worry—SalesEdge.io will make sure people who fit multiple roles only get one email.

Why This Matters for Your Business

• Target the Right People: Quickly identify who makes decisions, who handles billing, or any other important role before reaching out.
• Make Your Outreach Relevant: Send the right message to the right contact—such as invoicing details to billing or invitations to decision makers—making your communications more effective and professional.
• Simplify Change Management: When someone’s responsibilities change, just update their role—no need to create a new contact or lose history.

How to Get Started

1. Enable Association Labels and Multiple Companies for Contacts in the Labs section.
2. Navigate to Settings > Objects > Companies or Contacts > Associations.

3. Create your custom label (either single or paired) and set any relationship rules.

4. Open the relevant record, choose the right label when associating a contact with a company, and save.

5. Leverage these labels for easy filtering in your company lists or to target emails to just the right audience.

Tips for Getting the Most from This Feature

• Primary Company stays distinct: Use custom labels for extra detail alongside the main company relationship.
• Name each side for clarity: For example, “Employer” for companies and “Employee” for contacts helps avoid confusion.
• Double-check email groups: SalesEdge.io gives you flexibility—choose everyone with a certain label, or fine-tune by most recent or earliest association.

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For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.