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Creating relationships

Here's how to create relationships between contacts:

  • Go to the contact or company directly by searching the name or selecting it from the main Contact list.
  • Mouse over "Attached items" in the upper right. Select "Relationship" from the dropdown that appears.
  • In the dialog, search for the other contact or company record and select them.
  • Enter an appropriate description to describe the relationship. The relationship text will appear on both records, so you may want to include directional text. For example, instead of "Referral" enter "Sarah referred Kyle."
Next up:
Relationship, referral, spouse
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