In the Influencers tab you can record all the people who influence the decision of the customer. Influencers may be anyone in the client's business involved in the decision-making process for this sale. This might include the client's employees, external consultants, and the like. For each influencer you can keep information such as their role, their approach towards the sale (e.g. positive, negative), etc. This tab can help you keep track of the different forces in the organization and make sure you approach the right person for each matter
Influencers tab
Clicking the New button at the bottom part of the tab will open the New Influencer window:
Opportunity Influencer Window
An influencer can be selected from the existing Accounts list in Commit, or you can simply enter a name without creating an account for it. If an existing Account is selected, then you can also choose the Contact from a drop-down list or simply enter a name, if you prefer not to choose a contact who exists in the account's contacts list.
All the other fields are fully customizable, and you can edit the possible value lists to contain the types you need. You can select the “Edit List” option for each of the values, which allows you to edit the possible values list