Add an Existing Client as a Relationship on the Client Profile
Use the following steps to add an existing client as a Relationship on the Client Profile.
1. Open the Client Profile record (click CRM in the side menu, click Clients, then search for the client profile you want).
2. Click Relationships.
3. The Relationships table displays. Click New Existing Client.
- In the link existing client field, type in the name of the client.
- From the results, click to choose the client.
4. Click on Save.
If you needed to add another relationship, click on Save & New.
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