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Relationships Master Guide
Relationships Master Guide

The master guide for utilizing Relationships

Kyle Kroeger avatar
Written by Kyle Kroeger
Updated over a week ago

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.

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