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Add client relationship
Add client relationship

How do I add a client relationship?

Updated over a week ago

Here are the steps to add a client relationship:

  1. Navigate to the Clients page

  2. Select a client record to which you would like to add a relationship to

  3. Go to the Relationships page

  4. Select the More Actions drop-down and press Add Relationship

  5. Complete the form and select Connect

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