Add buying group member

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Add buying group member to a buying group to represent decision participants, assign roles within the decision process, track active participation, enable opportunity synchronization, and support accurate assessment of decision structure.

    Before you begin

    Role required: bg_admin; bg_writer

    Procedure

    1. Navigate to All > Buying Group > All Buying Groups.
    2. Select the Buying Group record where you want to add members.
    3. Go to Buying Group Members tab.
    4. Select New to create a new Buying Group Member.
    5. On the form, fill in the fields:
      Table 1. Buying Group Member form
      Fields Description
      Buying Group Buying Group to which the member belongs.
      Role Defines the role or responsibility of the contact within the Buying Group, such as Business user, Decision maker, Economic buyer, Evaluator, Executive sponsor, or Influencer. The role indicates how the individual participates in the purchase decision.
      Contact References the qualified customer contact added as a member of the Buying Group.
      Active Indicates whether the member is currently participating in the buying decision. Inactive members remain associated for historical context but are not considered part of the active decision structure.
    6. Select Save.
      The new buying group member is added.