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
- Select whether you would like to add a brand new Person or Deal or associate an existing Person or Deal to this Company record
- From the Person "Add" option - you are also able to select if this Person record is the Primary point of contact for this particular Company
People and Deals are independent Records that can be associated with the Company. Click into a Person or Deal to navigate to that Person’s or Deal’s Record
Note: Pinned Fields such as the "Title" on the Person record above are visible from the Relationships tab. To learn more about setting up Pinned Fields on records, visit the Pinned Fields article
To create a Parent / Child association or to Add a Company to Routes:
Within the Relationship tab, we also display Parent / Child relationships and Routes that the Record belongs to. To create a new Parent / Child relationship, select the blue Add button to the right of the respective relationship and choose which Company record to associate
To add the Company to a new or existing Route from the Record by clicking on the “Add to Route” button. To learn more about Routes, refer to the Create Routes article