How to add/edit relationships
Define, set, and display relationships between contacts (be it a spouse, a business partner, a co-signer, an influencer, or anyone else connected to the sale) to always have the full picture right there in front of you.
In this article: |
Add relationship |
Edit relationship |
Configure relationship options |
Add relationship
Edit relationship
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Note: You can remove an existing relationship by selecting Delete relationship.
Configure relationship options
- To add a relationship → click on the plus (+) icon.
- To edit any existing relationships → click on the field you wish to change.
- To delete a relationship → select the minus (-) icon.
Notes:
- You can connect up to 30 relationships to the same contact.
- You can add up to 30 relationship options.
- You cannot add relationships to private contacts.
- Editing relationships will update the name of the option in the existing contacts.