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 Record's corresponding Company, People, Deals, and Activities.

To associate a Person or Deal with a Company Record:

1. Navigate to a Company’s Record View
2. Scroll down to where you see sections for People and Deals 
3. Click the associated “Add” button next to either People or Deals
4. Search through existing People or Deals

People and Deals are independent Records that are associated with the Company. Click into a Person or Deal to navigate to that Person’s or Deal’s Record.

We also display Groups that the Record belongs to. You can easily add the Company to a new Group from the Record by clicking on the “Manage Groups” button. To learn more about Groups, refer to the Create Groups article.