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Edit an existing Relationship e.g. add an end date
Edit an existing Relationship e.g. add an end date
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
Access the Contact Profile Page of the contact whose relationship you want to edit
Scroll down to the Relationships box on the left side
Press Edit next to the relationship you want to edit
The Edit Relationship panel expands
Make the changes you want to make
Press the Save button
, multiple selections available,
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