With our expanded relationships feature you can add multiple companies to a contact, link companies together, or add contacts and companies to deals. Relationships can be anything from a contact who referred another contact, to contacts and companies associated with a deal.

Each relationship can also have an optional label or role associated with it. This helps clarify what a contact’s role might be in a particular deal, or what type of partnership two companies might share.

Features

• Contacts, Companies, Deals and Cases now all a relationships section
• Track which contacts were referred, and who they were referred by
• Add secondary companies to a contact
• Each Relationship can be assigned an optional label to help identify the records role in the relationship