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.

This task is a step in Process of Managing Contacts.

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 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.