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Relationships

Created on  | Last modified on 

Summary

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

Description

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

 

Resolution

  1. Find your client, prospect or contact.
  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.