How to add/edit relationships
Define, set, and display relationships between CRM 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
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💡 Connect up to 100 relationships to the same contact.
💡 Relationships cannot be added to private contacts.
Edit relationship
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💡 Editing the relationship name will update it for existing contacts.
💡 Click on 3-dots of the Relationship → Delete Relationship to remove it.
Configure relationship options
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💡 Add up to 50 relationship options.