Relationships

You can view a Record’s Relationships from Record View. We support the ability to associate Records with one another to keep track of a Company’s corresponding People, Deals, and Activities. 

To associate a Person or Deal with a Company Record:

1. Navigate to a Company’s Record View and select the “Relationships” tab
2. Scroll down to where you see sections for “People” and “Deals” 
3. Click the associated “Manage” button next to either People or Deals
4. Search through existing People or Deals to associate with the Deal or select "+Add Person" / "+Add Deal" to create a new record

People and deals are independent Records that are associated with the Company. Tap into any of the People or Deals to navigate to that Person’s or Deal’s Record.

The Relationships tab will also display Groups and Routes that the Record belongs to. You can easily add the company to a Group or Route from the Record by tapping on the corresponding “Manage” button.

Lastly - Companies can be linked to one another using the Parent / Child relationships within this tab 

To learn more about Groups, refer to this article.

To learn more about Routes, go here.