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 learn how to:|
|Configure relationship options|
Note: You can remove an existing relationship by selecting Delete relationship.
Configure relationship options
Note: To Edit any existing relationship options → click on the field you wish to change.
Note: Delete a relationship option by selecting the minus icon.
- You can connect up to 30 relationships to a 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.