Edit an existing Relationship e.g. add an end date

Owned by Matt Kepple
Dec 13, 2021
1 min read

You can edit an existing Relationship to

  • Change the type of relationship (i.e. the Relationship Category)

  • Swap the title that the contact has in the relationship

  • Change who the relationship is with

  • Add a start date or end date to the relationship

  • Edit the existing start date or end date of the relationship

Watch the walkthrough

https://www.loom.com/share/3dbf319afad64024b67d888967449243

Steps

  1. Access the Contact Profile Page of the contact whose relationship you want to edit

  2. Scroll down to the Relationships box on the left side

  3. Press Edit next to the relationship you want to edit

  4. The Edit Relationship panel expands

  5. Make the changes you want to make

  6. Press the Save button