The Decision Board form administers the persons participating in the sales pipeline (contact person) in the system. The position, the influence, the attitude and various other settings can be entered here.

Tip: For more on this subject see chapter 4.1.04 The Contact System.

The form consists of the following elements:

On the “Main” tab:

• Number: The element number defines distinctly the decision boards in the system.
• Sales Pipeline: This field assigns a sales pipeline to the the decision board.
• Customer: This field assigns a contact to the decision board.
• Contact Person: Here the contact's contact person is definied to the decision board.
• Position: The in Collections (see Administration Guide) defined positions of the decision boards (e.g. user, decision board, approver, tester/inspector, etc.) are stored in the field position.
• Influence: The in Collections (see Administration Guide) defined influencial characteristics (e.g. large, middle, small, etc.) can be stored in the field influence.
• Attitude and Reason for Attitude: The in Collections (see Administration Guide) defined attitude of the decision board (e.g. positive, neutral, negative, etc.) can be stored in the field influence. The reason for this attitude can entered in the text field reason.
• Business Goal, Personal Goal und Decision Criteria: Further attitudes of the decision board, such as business goal, personal goal and decision criteria.
• Comments: Comments concerning the decision board can be entered in this field.