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Editing a relationship

Here’s how to edit or delete a relationship between contacts:

  • Go to the contact or company record directly.
  • Mouse over the relationship, then select the small white pencil that appears on the right side of the relationship.
  • To edit the relationship, make any desired changes and save.
  • To delete the relationship, select “Delete” on the right side of the dialog under “Actions.”
  • Learn more about relationships here.
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Connection, referral, spouse
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