How do I add a new connection between two records?

You can add connections to a specific record by accessing the relevant module and choosing the required record. Follow these steps to add a new connection:

1. Log in to your CRM account.
2. Go to Essentials.
3. Go to Lead & Contact Management > Contacts. The Contacts List View opens.
4. Select the contact record where you want to add the Connections.
5. Go to the Connections tab from the Summary View of the respective record.
6. Click + Add Connection. The Add Connection page opens.
7. Enter the following information:
   1. Primary Connection: Enter the organization details that are linked to the primary record. Follow these steps to add a Primary Connection:
      1. Enter the organization name and select add “” as a new organization. The Add Organization page opens.
      2. Enter the following information:
         1. Organization Name: Enter the organization's name to add as a new organization.
         2. Assigned To: Enter the name of the user to whom the organization is assigned.
         3. Click Save. The Organization name will now be visible in the Primary Connection field.
   2. Secondary Connection: The secondary connection will display the record linked to the Primary Connection. 
   3. Connection Fields: Enter the following to display the connection status for a contact:
      1. Connection Status:  Select the connection status as active, inactive, pending, or completed as per the contact status.
      2. Start Date: Select the start date when the connection between two records began.
      3. End Date: Select the end date when the connection between two records ends.
8. Click Save. 

The Connection details will now be displayed for the respective record.