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:
- Navigate to a Company’s Record View
- Scroll down to where you see sections for People and Deals
- Click the associated “Add” button next to either People or Deals
- 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.
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