Contact Relationships

Overview

The Contact Relationships feature in ConveYour allows users to view relationships between contacts, making it easier to track downlines, manage org charts, or create team hierarchies between contacts. While recruitment is a common use case, this feature is designed to be flexible, allowing any contact to be related to any number of other contacts.

How to View Contact Relationships

Navigate to Contacts > Relationships
Click the Relationship Type dropdown in the top left corner.
Pick a Field Name (e.g., Recruiter, Mentor, Account Manager).
If you don't see a field value here, you'll need to create a Related Contact field.
Select the Build Graph (green button) in the center of the page
Allow the page to load and view your tree. It will look similar to this:

Navigate to the Contacts/Relationships page
Select any Contact on the page.
Click the "pencil icon" to the bottom left of the contact's name to edit the contact
Update or add another contact to the related contact field that opens (see image below)

How to Assign Downline Contacts

Navigate to the Contacts/Relationships page
Select any Contact on the page.
Click the "plus" icon (+) to the top right of the contact's name to add a contact
Search for a contact and assign the contact (see image below)