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Indicating Affiliations Between Contacts

The Contacts Affiliations view allows end users to track referral relationships between contacts. Using this view, users can track:

• Referral or Referring Relationship. Users can specify whether a contact receives or gives referrals to other contacts.
• Influence of Contacts on One Another. Users can specify whether or not one contact influences another contact.

To indicate an affiliation between contacts

1. Navigate to the Contacts screen, then the Contacts List.
2. In the Contacts list, select a contact and drill down on the Last Name.
3. Click the Affiliations view tab.
4. To specify a referring relationship, in the Affiliations list, create a new record, and complete the necessary fields.
5. To specify an influencing relationship, in the Influenced list, create a new record, and complete the necessary fields.