How To Add Relationship Types

    Learn how to add relationship types in AscendixRE

    You have the ability to identify the type of relationship you have with a contact (Example: Partner, Vendor, Client, Prospect, Etc.)

    1) Go to the Settings icon and select Set Up
    2) Select Object Manager
    3) Select Contact
    4) Select Fields & Relationships
    5) Scroll down to find Relationship Type and select it

    You can add your own new types, re-order how they appear, or replace existing ones.

    When you add new ones, put each new value in a separate line and save