How to Set Up Contact Relationships

Step-by-Step Walkthrough

If you don't see anything when you navigate to Contacts>Relationships and select Relationship Type, follow these steps:

1. Navigate to Settings.

2. Select Fields.

3. Click on the plus sign next to Contact Info at the top.

4. Add a label for the relationship (e.g., "Recruited by" or "Manager").

5. Set the type to be a Related Contact.

6. Click "Create" at the bottom of the page.

7. Navigate back to Contacts.

8. Select Relationships.

9. Click Relationship Type to see the value populate.