Add decision makers to account

Add two new decision makers to the Cobalt Solutions account: Priya Nair (VP Product, priya.nair@cobalt.com, 917-555-0123) and Luis Romero (Director of Procurement, luis.romero@cobalt.com, 212-555-0188). Link them to the open opportunity 009332 as decision makers, note their buying influence (Priya: technical and final signoff; Luis: procurement and contract terms), and email the AM, Raj Singh, confirming the additions and suggested next steps for engagement. Do this today before Raj’s call at 3pm.

Before I add Priya Nair and Luis Romero as decision makers, check whether they already exist as contacts, whether they’re on any no-contact lists, and whether their roles conflict with existing stakeholders on opportunity 009332. Surface any prior interactions, support tickets, or blocked engagements, and flag anything that would make a reviewer hesitate to add them (GDPR concerns, duplicate records, executive contact rules).

I just added Priya Nair and Luis Romero as decision makers on opportunity 009332; procurement says Luis wasn’t supposed to be looped yet and is now refusing to engage. I don’t know if our contact record duplicated his email or if a previous PR approval was missed. What are the likely causes, what checks do I run right now to find the problem, and how do I repair the relationship with procurement before tomorrow’s contract review?

Across several lost deals we repeatedly failed to identify and correctly tag true decision-makers — our scoring and contact capture miss mid-level influencers who later block deals. What corrective habit or small process change will improve decision-maker capture and labeling (for example a mandatory discovery checklist, a short email template to confirm roles, or a contact enrichment step), and how do I make the sales team adopt it without slowing pipeline velocity?