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:
Add relationship
Edit relationship
Configure relationship options 

Add relationship

1
In the Contact View, select the Contact menu (three dots icon) → Add relationship.

Select Add relatioship from the menu

2
Search and select the contact you wish to link → Click on Please select... to open the dropdown options → Choose the relationship → Click Save.

Add relatioship

Edit relationship 

1

In the Contact View, select the three dots menu beside the related contact → Edit Relationship.

Edit relationship

2
Choose from the dropdown options for a new relationship → Click Save

Edit relationship pop-up

Note: You can remove an existing relationship by selecting Delete relationship. 

Delete relationship

Configure relationship options 

1
In the Contact View, select the Contact menu ( three dots icon) →  Add relationship. 

Select Add relationship

2
Select Configure Relationships. 

Add relationship pop-up

3
Select the plus icon to add a new relationship.

Configure relationship pop-up

Note: To Edit any existing relationship options → click on the field you wish to change.

Configure relationship - edit

Note: Delete a relationship option by selecting the minus icon.

Configure relationship - delete

4
Hit Save.

NOTES:

  • 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.

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