Customer Relationship Management made simple ConvallisCRM


Link your related contacts


How many different contacts do you have in your database that are in the same organisation or are related in some other way?

How are you organising these contacts?

Contact relationships allow you to see how the contacts in your CRM database link with each other. You may need to get in touch with a particular contact urgently but they are out of the office so you may need get in touch with an alternative person in that organisation who may be able to help you. Setting up relationships between contacts can help find someone else there that might be able to help you with your enquiry or problem.

Relationships also give a clearer picture of who knows who and how they know each other.


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