December 9, 2011
New Feature – Relationships and Links Abound
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.
- 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