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How do I set up a Contact Hierarchy?

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Follow these steps to set up a contact hierarchy:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Select Contacts
  5. Open or create a contact by filling in the Reports To field. 
    • For example, Contact 1’s Reports To has Contact 2 means Contact 1 is a subordinate of Contact 2. 
  6. Fill out other information.
  7. Click Save
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