Relationships
You can create a network between clients, contacts and prospects using Relationships in Client Management. Create connections between clients, inferring relationships & hierarchies between them. This will help you find related contacts, clients and prospects easily.
After reading this topic you will know:
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Where to manage your relationships
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How to create a new relationship
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How to edit and delete relationships
View existing relationships
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Find your client in the client list, your contact in the contact list, or your prospect in the prospect list.
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You'll find the relationships in the Relationships tile.
Create new relationship
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Find your client in the client list, your contact in the contact list, or your prospect in the prospect list.
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Select Manage relationships.
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Choose a Relationship type.
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Choose who the Related party is for the relationship.
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Select Apply changes.
Edit relationships
You can change both the relationship type and the related party.
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Find your client in the client list, your contact in the contact list, or your prospect in the prospect list.
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Select Manage relationships in the Relationships tile.
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Choose a new Relationship type.
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Choose a new Related party for the relationship.
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Select Apply changes.
Delete relationship
Remove relationships that you no longer want or need.
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Find your client in the client list, your contact in the contact list, or your prospect in the prospect list.
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Select Manage relationships.
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Select the Delete on the relationship.
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Select Delete to confirm you want to delete this relationship.
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Select Apply changes.
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