Adding and Editing Relationship Types

  1. Login to SiteStacker and head on over to the CRM icon.
  2. When in the CRM, go to the ‘Configuration’ page.
  3. Make sure you are on the ‘Relationship Types’ tab.
  4. You can add or remove a Relationship Type by clicking the Add or Delete buttons below the tab itself.
  5. To edit a Relationship Type, simply right-click on the Relationship Type you would like to modify and choose Edit.

Modified on Mon, 25 Sep 2023 at 09:51 AM

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