How To Relate A Contact (or Company) To Other Contacts and Companies
Up until now, you could only relate a contact to one company, typically the company they worked for within our commercial real estate CRM software. With the introduction of the new Winter 2018 release, you can now relate contacts to other contacts and to multiple companies. So if you have an owner who controls several LLC’s, you can have a single contact record for that individual linked to all of the companies he owns. You can also relate brokers to their clients, link co-investors together, or establish any other relationships you can think of.
To take advantage of this new feature, simply go to record of the contact or company that you wish to relate to another record. On the “Related” tab, click on “People” (People covers contacts as well as companies in one place).
This area will display all the contacts and companies that are related to this record. Currently, we can see that Steve isn’t related to anyone else. Let’s relate him to his broker at JLL.
Click on the “Relate a contact” in the picklist. This will drop down a list of options. You can relate this person to another existing contact or company, or you can add a new contact or company and relate them at the same time.
We’ll choose existing contact Anthony Manganaro at JLL. We can choose from many relationship types, which are all customizable. Decide how you want the relationship shared, and then click “Relate this contact”.
If you want to add a new contact or company that is not yet in ClientLook, you can do that as well. Be sure to choose a relationship type when adding a new contact or company, as you cannot save the record without doing so.
Using our new, more flexible relationship feature, you can now ensure that you document all the important links that exist between all the people you deal with.
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