This is a two-fold question related to Contact/Customer Roles in relationship to Potentials.

1. Is the Customer Role available to use in functions? If so, how do you call that field (or what is its API name?)

2. Is there a way to mass associate/disassociate Customers to Potentials? Lookup fields are not listed under Mass Update.

We are planning to associate all applicable Customers to their Potentials (i.e. the architect, building management company, contractors, etc.). A Customer may have multiple Potentials from multiple projects but may change over time (i.e. a new management company takes over that building, or a contact leaves and we need to replace with a new contact). Right now, from what I can see, we will have to update each Potential's Customer Roles if any changes arise. As we deal a lot with multi-family buildings and have a Potential for each unit, that's a big undertaking for one building, let alone several. Any thoughts or features I've missed would be greatly appreciated!