CRM guidance - managing contacts using relationships
Find out how to make your data as useful as possible, by using the relationships function on the CRM.
About this resource
The CRM allows you to represent connections between contacts by creating relationships. For example:
- If a mother and son are both in your database, it can be useful to be able to look at either record and see that they are related to each other.
- If you have a key contact who works at your local council, it would be useful to know that the relationship between the individual and the organisation.
This resource explains how to create relationships on the CRM to help make the data on your CRM as useful as possible.