Overview

Scalendo CRM's Contact Associations feature enables structured connections between contacts and other objects. This guide covers setup and management of these relationships to improve CRM organization.

Table of Contents

• What Are Contact Associations?
• Key Benefits of Contact Associations
• Where to View Contact Associations
• How to Create a Contact Associations
• How to View / Link Contacts Using Associations
• Managing and Editing Associations
• Frequently Asked Questions

What Are Contact Associations?

"Contact Associations enable structured relationships between contacts and objects in Scalendo CRM." Instead of managing disconnected profiles, associations provide clear connections between related entities like spouses, managers, employees, or linked objects.

Types of Association Labels

• Single Label: One label applies to both contacts in the association (e.g., "Colleague")
• Pair Labels: Distinct labels for each contact (e.g., "Manager" and "Employee," "Buyer" and "Seller")

Key Benefits of Contact Associations

• Improved Contact Organization: Associations provide structured relationship management and centralized access to relevant information