Creating a Relationship
- Alom Hussain (Unlicensed)
- Funmilola Adesewa Olorode
- Miles Ridley (Unlicensed)
If your website has been configured to add relationships through the Accelerate API then any enquiries from your website will automatically create or update a relationship. If you receive a lead over the phone you will have to add them manually.
Click the ‘Relationships’ button on the side menu bar, and the following menu will be displayed:
Click ‘Add Relationship' at the top right of the 'Relationships’ dropdown:
Complete as many fields as you can. Alternatively, if you are creating a corporate relationship you can simply enter their company number and Accelerate will add in all the information you need:
Note: There are different relationship types that can be chosen, ranging from ‘private individual’ to 'Government Body'.
Once you're done, simply click the ‘Save' button. Then your relationship will appear in the 'Relationships’ dropdown:
