Create and Manage Contact Relationships

What are Relationships?

Relationships are associations with one or more companies or people.

Why do I need Relationships?

Using relationships aren’t a requirement; however using them can greatly affect your efficiency as your contact database grows.

How are Relationships different than a typical organizational structure?

Not much, except that they allow for future flexibility, increased awareness and marketing leverage.

Below is an example of a typical organizational structure:

+ ABC Company Ltd.

– Employee #1 – Sally (Owner)

– Employee #2 – John (Project Leader)

– Employee #3 – Rafael (Project Assistant)

Most of your correspondence with ABC Company is with Employee #2 – John (Project Leader) for more than 2 years, and then suddenly John departs the company and is now employed by ASAF Company Ltd. Your relationship with John hasn’t changed however with a typical organizational structure all of your history (emails, tasks, phone logs, etc) would be lost, when you create the new company ASAF Company Ltd. in your contacts database. Below is an example of this change.

+ ABC Company Ltd.

– Employee #1 – Sally (Owner)

– Employee #2 – John (Project Leader)

– Employee #3 – Rafael (Project Assistant)

+ ASAF Company Ltd.

– Employee #1 – Charles (Owner)

– Employee #2 – John (Project Leader)

– Employee #3 – Susan (Project Assistant)

Using Relationships, you’ll be able to simply relate John to the new company and keep all of his history with John. Below is an example

+ ASAF Company Ltd.

– Employee #1 – Charles (Owner)

– Employee #2 – John (Project Leader)

– Employee #3 – Susan (Project Assistant)

As you can see Relationships allow you to move a contact as they move to other companies.

How can I manage Relationships?

When viewing a contact, in the lower right panel, click “contacts” link. Search for a contact and click “add” to the right of the contact. That’s it!

How can I view Relationships?

When searching for a contact, you will notice that both the company and contact are hyperlinked. If you click on the company you will see the Company Card and all of the related contacts. If you click on the contact, you will see the Contact Card along with the related company and contacts.