This article explains how to add Relationships between your Contacts
2. Add Relationships
- Click on the "Relationship" icon or just scroll down.
- Specify another Contact in your Contacts list that this Contact relates to.
- Specify the Role of this Contact
- John Smith is an Employee of West Palm Productions
- Jane Doe is the Venue Contact at the Performing Arts Center
- Tampa Lighting Rental is the Preferred Vendor at the Ballroom
Once you're done, click the green check mark to save!