You can create a network between clients, contacts and prospects using Relationships in Client Management. Create connections between clients, inferring relationships and hierarchies between them. This will help you find related contacts, clients and prospects easily.

1. Find your client in the client list, contact in the contact list, or prospect in the prospect list.

2. You'll find the relationships in the Relationships tile.
   

Create a new relationship

1. Find your client in the client list, contact in the contact list, or prospect in the prospect list.

2. Select Manage relationships.

3. Choose a Relationship type.
   

4. Choose who the Related party is for the relationship.

5. Select Apply changes.

Edit relationships

You can change both the relationship type and the related party.

1. Find your client in the client list, contact in the contact list, or prospect in the prospect list.

2. Select Manage relationships in the Relationships tile.

3. Choose a new Relationship type.

4. Choose a new Related party for the relationship.

5. Select Apply changes.

Delete relationship

Remove relationships that you no longer want or need.

1. Find your client in the client list, contact in the contact list, or prospect in the prospect list.

2. Select Manage relationships.

3. Select the Delete on the relationship.

4. Select Delete to confirm you want to delete this relationship.
   

5. Select Apply changes.

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