To promote more efficient and effective networking, by quickly getting in touch with the best people to introduce you to a potential Contact, Contact relationships are tracked in InterAction+™. The range of relationships that a Contact has with others may be tracked through each Contact's page, depending upon permissions set by the System Administrators. This information is gathered from various sources from other Contact information that InterAction+ tracks.
InterAction+ allows you to establish relationships between Contacts. These relationships can be between people and people, companies and companies, or people and companies. The following are some examples of relationship:
- Brad Faulkner is a Board Member of Panorama, Inc.
- Donna Roeser Knows Brad Faulkner
- Dharma Industries is a Subsidiary of Guru, Ltd.
Relationships allow you to “associate” two contacts and describe how they are related.
To Add a Related Contact:
- Click on the Contacts tab.
- Click ADD RELATED CONTACT. An Add related Contact window will display.
- Enter the first few letters of a potential Contact's name to search for the Contact.
- Select the Contact that you wish to add and click NEXT>. Another window will display.
- Select the relationship type for the new related Contact.
- Click SAVE to record the association with the new related Contact.