[E] How to add the Economic Buyer?

Within mOS, you will be able to gather all your contacts and add the EB to your opportunities to help you qualify your deals. This help file will show you all the steps to achieve this.

πŸ“ Quick Recap

The Economic Buyer is the person with the overall authority in the buying decision. The Economic Buyer can say β€œNo” when other people say β€œYes”, and, β€œYes" when other people say β€œNo”. Engagement with the Economic Buyer is important but equally as important is how you engage with them.

πŸ” Find out more 

Creating an Economic Buyer

To get started, you need to create the contact that will then translate to your Economic Buyer. To find out how to create contacts in the mOS, please review the help file below.

πŸ” Find out more 

Adding the Economic Buyer to an opportunity:

  1. First of all, you need to select the Opportunities section on the left-hand menu.
    Access Opportunities mOS
  2. Click on the opportunity you wish to add an Economic Buyer to.
    Opportunities List mOS

  3. Click on the E element for this opportunity (E = Economic Buyer).
    Select EB mOS
  4. Click on the +Add Economic Buyer button at the center of the page. If you already have one added for this opportunity, they will show on this screen directly and you will be able to change it.
    Add EB mOS
  5. A drop down will appear with a list of all your contacts, you can then select which contact is the Economic Buyer for this opportunity. Once this is done, click Save Changes.
    Save Changes EB mOS

And that's it! You've now added the Economic Buyer to your opportunity which will increase its overall score!