Overview of Relationships

Video Walkthrough

How do I add a Contact?

FAQ & Video Walkthrough

What are Tags and how do I use them?

FAQ & Video Walkthrough

What are the Automated Relationship Systems?

FAQ & Video Walkthrough

How do I add a Contact to my Targeted List, Follow-Up List or Maintenance List?

FAQ & Video Walkthrough

How do I import Contacts?

FAQ & Video Walkthrough

What are Relationships Reminders on the dashboard?​

Video Walkthrough

Can I Update the Relationship System for more than one Contact at a time?

FAQ

How do I customize the Automated Relationships Systems?

FAQ & Video Walkthrough

How to Export Relationship Details​

Video Walkthrough