If you have not set up your Relationship Groups and Types, please complete this step first.

To assign Relationships to a record, please navigate to the record in question and select the Relationships Tab. We will cover 2 examples below for Opportunities and Placements.

To assign your Relationships to an Opportunity, navigate to the Opportunity Record in question and select the Relationships tab, then select the green Add option to add a relationship to the Relationship Group:

Lastly, add the Related Record:

To assign a Relationship to a Placement Record, select the Relationships Tab and select Add:

Lastly, Select the Relationship you wish to add and also the Related Record.

Learn how to export Placement Relationships/Splits for commissions below!