Contact-Contact Relationships

How do you track relationships between two contacts?

In contact contact relationships, party role relationships define the specific roles different contacts play in their interactions.

In our example, Micheal Jones is the Spouse to Mary Jones.

How does it look in CRM?

The Party Role Relationship for a “Contact Contact Relationship” name ends with CCR.

The List of sample party role relationships created for CCR.

Likewise, in a professional network, one contact might be designated as the "Mentor" and the other as the "Mentee." These roles provide context for the relationship and help establish clear expectations.

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