How can I add or identify a client's Supportive Decision Maker

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IMPOWR accommodates the tracking of a Supportive Decision Maker by adding a relationship to the relationship grid.

To set this up, select the Supportive Decision Maker Involvement Type in the Account Types settings in Configuration:

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Make the selection of the Supportive Decision Maker editable on the relationship grid (if selected):

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If the Supportive Decision Maker is selected, it will display in the Account Relationship panel:

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