Contact Relationships

Above is a video about adding relationships between contacts in the Agent Sauce Real Estate CRM.

Login and select the “Contacts” item from the left navigation menu.

Relationships can only be defined between two contacts. If one of the people is not a contact in the CRM then they must be added as a contact before a relationship can be established.

Click on the pencil icon to edit the contact.

Select the “Relationships” tab.

This will display any existing relationships.

To add a new relationship, click on the green “Add Relationship” button on the right side of the page.

Find the contact from the list, select the relationship from the dropdown and press the + sign button to add the relationship.

You are returned to the relationship tab, verify that the relationship was added.

Have questions or comments? Leave them below!

Adam has written 49 articles

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