Want to recognize a relationship? Wish you could tie contacts together? Here’s how to use Relationships in Advantage Anywhere to recognize and tie various people together. Relationships are a way to link contact records and further define their connections. Useful for identifying those who are the primary contact, are the decision maker, or partner. Watch the video to see how Relationships can be used to help connect various contacts. (Scroll down to play – Approx. 5 mins.)
Video: Creating Relationships
Leave a Reply
You must be logged in to post a comment.