Setting Relationship Attributes on a Contact Card

Accurately selected attributes will help you to identify who needs to be targeted in your customer's organization and guides your communication with them.

A contact card shows four relationship attribute indicators. Click on an indicator to select the appropriate attribute value - as shown in the example below (from an account relationship map).

Attributes are specific a relationship map. They may be set to different values for the same contact on other relationship maps.

The attributes are:

• Political Status
• Buying Role (opportunity relationship maps only)
• Decision Orientation (account relationship maps only)
• Support
• Coverage

Altify can help you select attribute values. This automated guidance is accessed via the Details tab on the contact's information panel.

For further guidance on selecting the correct attribute in each case, see Relationship Attributes for a Contact.

Tip: When setting the Support attribute, consider the following:

- Realistically, not every key player is a mentor or supporter.

- Typically, an accurate relationship map includes non-supporters.

Once an attribute is selected, it can be quickly identified by hovering over the indicator on the contact card - as shown in the example below.

Note: A remaining attribute, Adaptability (which measures the attitude to new processes and technologies), is set on the heading of the contact's information panel.