Contact Information Panels

When you click a contact card on a relationship map, the contact information panel opens on the right - as shown in the example below from an account relationship map.

The information panel allows you to capture and maintain the following in-depth information pertaining to the contact:

  • On the information panel heading you can add a contact photo, update their name and business information (title, department and persona), access their Salesforce Contact record, set the contact as external and specify an Adaptability Adaptability is a relationship attribute that can be assigned to a contact on a relationship map. It indicates the person's general attitude to concerns such as acquiring your solution. The available values are 'Laggard Laggard' is an Adaptability value that can be assigned to a contact on a relationship map value. It indicates a person who will only buy your solution when there are no other alternatives.', 'Conservative', 'Pragmatist 'Pragmatist' is an Adaptability value that can be assigned to a contact on a relationship map. It indicates a person who tends to be in charge of mission-critical systems. They generally rely on the incumbent supplierfor upgrades, and to fix the system when it is broken.', 'Visionary 'Visionary' is an Adaptability value that can be assigned to a contact on a relationship map. It indicates a person who is looking for a competitive advantage, who will ask the supplier to make changes to the standard offering to give them a competitive advantage.', and 'Innovator 'Innovator' is an Adaptability value that can be assigned to a contact on a relationship map. It indicates a person that loves to be the first to try new ideas and solutions. They are not afraid to be disruptive, or to make changes to something that is well-established.'. attribute. See Information Panel Heading for further information.

  • On the Details tab (selected in the above image), capture further information about the contact and access helpful resources. See Details Tab (Contact Information Panel) for further information.

  • On the Actions tab, create actions associated with the contact and mark them as complete to track your progression. See Actions Tab (Contact Information Panel) for further information.

  • On the Insight tab, you can view and update all the insights that are associated with the contact. See Insight Tab (Contact Information Panel) for further information.

  • On Team Relationships tab, monitor your team's relationship with the contact - identifying the team member who needs to elevate their standing to that of 'problem solver' or 'trusted advisor' in the customer's eyes. See Team Relationships Tab (Contact Information Panel) for further information.