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Add and adjust relationship types. For example: clients, partners, buyers, sellers.

  • How do I track next steps with my relationships?
  • How do I customize my relationship types?
  • How do I adjust my keep in touch settings for each relationship type?
  • How do I customize my Project, Property or Deal settings?
  • What are Custom Projects (or Deals)?
  • How do I turn off or adjust Keep in Touch reminders for contacts assigned to other team members?
  • How do I create a segment with no stages?
  • How do I add Milestones to my Next Steps?
  • How do I set up reminders for next steps?
  • How do I edit a template attached to a Next Step?

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  • Importing
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