How does a contact become designated as a Decision Maker in AdvizorPro? What is the logic there?
Contacts designated as "Decision makers" in AdvizorPro will have one of the following criteria:
- Specific Titles:
- CEO, CCO, COO, CMO, CRO, VP, SVP
- Titles containing specific keywords:
- Any title with "chief" (e.g., Chief Technology Officer)
- Any title with "founder" (e.g., Co-founder, Founder & CEO)
- Any title with "owner" (e.g., Business Owner)
- Any title with "president" (e.g., Company President)