How To: Owner's Rep Contacts & Affiliate Companies
Common Instances to Affiliate Companies or Contacts
- Contacts who are board or committee members to another Company (separate from the current Company where they are employed full-time)
- Contacts who are independent consultants working different gigs with various Companies
- Contacts who work for one Company but are frequently representing another Company as a Client/Owner's representative (and might have an email associated to that company, but are employed by another)
How to Affiliate Companies to Contact Records
Often times, companies such as Jones Lang LaSalle (JLL) act as the Owner Rep for a particular Client's project and appear to work for the Client's company (sometimes with a corresponding email address) such as Seattle Design Center or Bank of America. However, these Contacts may not be employed by the Client's company. The Contact's email domain is a tell-tale sign which usually reveals the actual Company they are employed by.
For example, Jeff Thomas is employed by JLL but he was representing an Owner for a company called Seattle Design Center. While he appears to be the Owner, Jeff is merely representing his Client and his email reveals a JLL domain. In this instance, Jeff should be created as a Contact with JLL and Seattle Design Center should be affiliated as a Company in his Contact record.
To affiliate these relationships between Jeff Thomas, JLL, and Seattle Design Center, follow the steps outlined below:
- Create a Contact record for Jeff Thomas under the Company record, JLL (or use an existing contact record if available)
- Enter all the required Contact record fields, including Jeff's JLL email.
- Save the Contact record.
- Scroll down to the Affiliate Companies section in Jeff's Contact record.
- Click on "+ Affiliate Company".
- Select the Contact's Affiliate Role. If the Contact is an Owner's Rep, you may select "Consultant".
- Click "Save". The Contact record is now affiliated to the Company record.
- If you click on the Affiliated Company, Seattle Design Center, the Company record will also populate the Affiliate Contact's reference as well.
In some instances, a Contact may have the Client/Owner's email address but is actually employed by another Company. For example, Chloe Walker appears to work for Capital One since she has a capitalone.com email address. However, if we search her on LinkedIn, she actually works for Jones Lang LaSalle (JLL). Keeping her Contact record under JLL is the correct approach even though she may have a different email domain.
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