Information Panel Heading

The blue section at the top of the panel includes primary information about the contact (name, title, department etc.). The heading is also where you can upload or remove a contact's photo or access their Salesforce Contact record.

The heading information is common to all relationship maps where the contact appears, so if you update them on your current map, the changes will be reflected on all relationship maps that include the contact. The exception is the External value, which is explained below.

The following data is included on the information panel:

Social Media

If your administrator has integrated relationship maps with LinkedIn or Twitter, you see icons in the top right that give you access to the relevant accounts - for more information, see Integration with Social Media.

Name, Title and Department

Updating any of these editable fields also updates the same field on the relevant Salesforce Contact record. By default, the Name and Title field are displayed on the contact card also. The Department field can be added to contact cards in the Display Settings.

Adaptability

A contact's adaptability attribute captures their attitude to the adoption of new processes and technologies - a useful reference point in your communication strategy.

The following adaptability options are available.

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.

A person who will only buy when there are no other alternatives. They are risk-averse. They prefer to invest in a product only when it is ubiquitous in the market.
Conservative 'Conservative' is 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.'. value that can be assigned to a contact on a relationship map. It indicates a person who prefers ‘plug and play’ solutions, and does not like implementations that are high in either cost or time.

A person who wants ‘plug and play’ solutions; does not like lengthy implementations in either cost or time.
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.

A person who tends to be in-charge of mission-critical-systems; generally relies on incumbent for upgrades and fix the broken system.
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.

A person who is looking for a competitive advantage; will ask supplier to make changes to standard offering to give customer a competitive advantage.
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.

A person that loves to be the first to try new ideas and solutions. They are not afraid to be disruptive or make changes in something established. They may be willing to sign up for beta programs.

Persona

Personas are roles that are useful to include in your relationship map, such as CEO or COO. You can assign multiple personas to a contact, as shown in the example below:

To deselect a persona, expand the drop-down menu and click the relevant option so that it becomes unchecked - as shown in the example below.

You can also search by persona when adding contacts to your map, and add person placeholders until such time as you identify the relevant contact - as explained here: Adding Persona Contacts or a Persona Placeholder.

External

This value indicates whether the contact belongs to the account directly associated with the map. (Set it to 'Yes' if the contact belongs to another account).

If you update this detail on a particular relationship map, the change is reflected on every relationship map that includes the contact and is associated with the same account. This can include the account relationship map and all related opportunity relationship maps. However, the value can be different on maps related to other accounts.

When a contact is external, they are flagged as follows on the relationship map:

'Last updated' data

Directly under the blue panel, you can see when this contact was last updated and by whom. This value is updated when data in the heading panel, Information Panel Heading (apart from Quicklinks, Division A division is typically a smaller service unit or business unit within an account. By providing the same features as an account (row on the opportunity map, relationship map, insight map, etc.), divisions allow you to accurately map your customers' buying structures, without restriction to Salesforce Account records., Suggested Target and custom-added fields in the Others section), or Information Panel Heading is changed.