Relationships
Part of managing your relationships with your contacts and companies with a CRM is managing their relationships with each other. Contacts and companies can be linked to one another via various ways, including the 'Relationship' tool.
Here are some help articles that guide you through how to manage internal relationships within the CRM, as well as some nifty ways to use existing features to track budding relationships.
Getting started
You can add information about who your contact knows to a profile through the relationship feature.
Read more >>Learn how to edit or delete a relationship.
Read more >>More info
You should know if one customer consistently refers others to you, or if a new prospect was referred to you by an existing customer. Those connections allow you to build a more personal relationship with each contact, which can turn into more sales down the line.
Read more >>Learn more about the difference between a custom contact link field and a relationship in LACRM.
Read more >>LACRM allows you to track your contacts in the CRM, but if you frequently work with spouses or partners there are a couple of ways you can manage that data.
Read more >>If you work with franchises, parent companies, or companies with multiple locations, there are a few ways that you can track those relationships between companies. The best option will depend on how you deal with each company, and how many companies you have with these types of connections.
Read more >>This article explains how you can track contacts who work for more than one company in LACRM.
Read more >>You can add information about who your contact knows to a profile through the relationship feature.
Read more >>Learn how to edit or delete a relationship.
Read more >>You should know if one customer consistently refers others to you, or if a new prospect was referred to you by an existing customer. Those connections allow you to build a more personal relationship with each contact, which can turn into more sales down the line.
Read more >>Learn more about the difference between a custom contact link field and a relationship in LACRM.
Read more >>LACRM allows you to track your contacts in the CRM, but if you frequently work with spouses or partners there are a couple of ways you can manage that data.
Read more >>If you work with franchises, parent companies, or companies with multiple locations, there are a few ways that you can track those relationships between companies. The best option will depend on how you deal with each company, and how many companies you have with these types of connections.
Read more >>This article explains how you can track contacts who work for more than one company in LACRM.
Read more >>
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