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 green "New Field" button in the top right corner.

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

5. Set the type to be a Related Contact.
   (Learn how to set the Group for a "related contact" in this video)

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

7. Navigate back to Contacts.

8. Select Relationships.

9. Click Relationship Type to see the value populate.