Skip to main content

Relationships Master Guide

Set up Relationships, assign them to records, report on Relationships/Splits, or export Placement Relationships/Splits for commissions.

Written by Kyle Kroeger

Relationships are used to track how Records (including Crelate Users) relate to a Contact, Company, Opportunity, or Placement Record. When adding Relationships to Placement Records, Relationships can also provide the data you need to help calculate commissions when utilizing Splits.

The below guides will explain how to create, assign, and export Relationships within your account. If you are new to Relationships, you will want to follow the guides in order.

Did this answer your question?