Add Relationships in Brivity

You can add and edit relationships for your contacts in Brivity, so you can see real-life connections between people and easily jump from one related person's profile to another.

 

 

 

 

To create a relationship, go to a person's detail page, click Add Relationship, and search for an existing contact in Brivity.

 

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Then you can see the contact information for both people and choose the type of relationship from a drop down list for each person. Click Save to finish creating a relationship. This will link the two profiles.

 

Brivity CRM Relationships

 

If you have view-only access for a person, you will see the name and relationship type of all connected people, but you won't be able to link through to the other peoples' accounts, delete or edit relationships.

 

*New!! Referrer and Referee have to be added as a relationship option. 

Refer