Guides
Buying committee
On an Opportunity (or an Account), the Tomba Buying Committee action lists the people Tomba knows at the company:
- Choose departments (executive, finance, IT…) and seniority (executive, senior, junior), then Search.
- Tomba suggests a contact role for each person — executives become Decision Maker (finance executives Economic Buyer), IT and engineering Technical Buyer, senior people Evaluator, others Influencer. Change any role before adding.
- Add to opportunity creates Contacts for new people under the account and adds everyone selected as Opportunity Contact Roles. People who are already Contacts are reused; existing roles are kept.
A search uses Tomba search credits like a domain search. Add the action to the Opportunity and Account page layouts (Mobile & Lightning Actions).
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