What are the steps to set up connections within a module?

Follow these steps to set up the Connections:

Log in to your CRM account.
Go to Essentials.
Go to Lead & Contact Management > Contacts. The Contacts List View opens.
Click the Settings icon from the Contacts module.
Select Customize > Contacts Fields & Layout. The Module Layouts & Fields page opens.
Select Contacts from the Module list.
Go to the Connections tab.
Click + New Connection. The Connections tab opens.
Enter the following information:
1. Primary Module: Select the module from which relationships to other records are created.
2. Secondary Module: Select the module linked to the primary module to establish relationships between records.
3. Primary Connection Name: Enter the name of the main record in the primary module that is linked to other records. The Primary Connection name is unique in nature and is part of the same primary module.
4. Secondary Connection Name: Enter the name of the record linked to the secondary record in the secondary module. For example, Contact A is the son of Contact B. Primary Connection: is son of. Secondary Connection: is father of.
Select the following default Connection fields: Connection status, Start date, End date, and check them as Mandatory.
Click Save.

You will now be able to view the Connections tab in the Summary View of the Contacts record.

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