Relationships

Contacts, companies and deals live together under one row in the sidebar. Click it to see them as a map of who is connected to whom, or pick one list and go straight there.

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Quick Start

1. Find Relationships in the left sidebar, below People.
2. Click it. The knowledge graph opens showing only contacts, companies and deals.
3. Click a dot to open that contact, company or deal.
4. Open Contacts, Companies or Deals under Relationships to go straight to that list.
5. Press the + beside a list to add a new record of that kind.

If you do not see Re