Relationships

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.

Solution Properties

Solution ID
240228194233920
Last Modified Date
Wed Jul 23 08:07:57 UTC 2025
Views
0