Skip to content
logo Knowledgebase

Relationships

Created on  | Last modified on 

Summary

Create relationships between clients, contacts and prospects in Client Management.

Description

You can use relationships to create links between clients, contacts and prospects in Client Management.


Resolution

  1. Find your client, contact or prospect.
  2. Select Manage relationships.
  3. Choose a Relationship type.
    Relationship type drop down
  4. Choose the Related party for the relationship.
  5. Select Apply changes.