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Working with the Relationships tab

The Relationships tab is available in the context of all main entities including Companies, People, Leads, Opportunities, Quotes, Orders, and Cases. Typical examples include relationships which show:

A parent company and its subsidiaries.
People who are on the board of directors of multiple companies.
Companies and their suppliers.
Critical cases affecting a company.

All relationships are "reciprocal". This means they can be viewed and set up from the context of each party involved in the relationship.

You may find it helpful to "read" the Relationship information from the top of the screen downwards.

Your System Administrator is responsible for setting up relationship types available in the system. If you need new or different relationship types to meet your business needs, please contact your System Administrator.

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