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 be added as a relationship options. 

Refer