CRM Academy

User Definable Connections / Relationships allows you to setup your own descriptive relationships within the ContaxCRM Preferences, and then connect your contacts together using these relationships. The following are examples and ideas for the kinds of relationships you could setup:

Associate
Referrer
Recommended By
Group
Trade Association
Friend
Subsidiary
Relative
BNI Chapter
Network Group
HOG Chapter

For relationships such as Trade Association, BNI Group and HOG Chapter you would obviously apply the organisation name to the description, for example: Sherwood HOG, BNI Phoenix etc.

Relationships are set as either Outgoing or Incoming by ContaxCRM. From the ContaxCRM main screen assume I have selected contact A. I select the Connections tab and press the ‘New Connection’ button. I then choose contact B and a connection type of ‘Subsidiary’. In this example the connection is set so that contact B is a subsidiary of contact A. contact A has an Outgoing relationship and contact B has an Incoming relationship. The relationship can be viewed from the perspective of either contact A or contact B and it will be shown as Outgoing or Incoming appropriately.

This new facility is ideal for exploring the relationships between your contacts, recording them, evaluating them and viewing them with a view to working your contacts whether for the purposes of generating new business, marketing to existing customers or just keeping your data up to date, complete and as accurate as possible.