Adding a new relationship

This example adds a new company relationship.

1. Open a Company record.
2. Click the Relationships tab in the context of the company.
3. Click the icon representing the type of relationship you want to add, for example, New Parent. The Create New Relationship page is displayed.
4. Fill in the fields for the new relationship.
5. Click Save. The new relationship is displayed in the Relationships tab.

You can create and generate reports based on the information in the Relationships tab. For more information, see Reports.

You can also display relationship information on your dashboard. For more information, see Interactive dashboard.