Identifying that You Have a Business Development Interest with a Contact

Business Development Information is a special marketing list that allows you to indicate that you want a particular contact marketed to by your organization. Although you can add contacts to this list just like any other marketing list, you can also add a contact to this list by indicating that you have a business development interest in the contact.

You can do this from two places:

• When creating a new contact.
• When editing your relationship with a contact.

You can only set business development interest on person contacts.

Your organization can change the terms used for this feature. Also, your organization can choose to turn off the Business Development Interest functionality in InterAction.

Indicating a Business Development Interest on an Existing Contact

1. Find the contact and navigate to the Person Overview page.

   Alternatively, select the contact in a grid and choose Edit > My Relationship, then skip to step 3.

   Note that you can only change this setting for a single contact at a time. If you select multiple contacts and choose Edit > My Relationship, the I have a business development interest in this contact check box is not available.

2. From the Person Overview page, choose Edit My Relationship.

3. Select the I have a business development interest in this contact check box and choose Save.

   

Indicating a Business Development Interest When Creating a New Contact

1. Create a new contact. For details, see Creating Contacts.
2. On the Manage panel, select the I have a business development interest in this contact check box.
3. Choose Finish to save the new contact.