CRM can be used for managing your nonprofit's relationships and interactions. Within your CRM, you have the ability to create and manage relationships between profile types (individual, household, and organization).
Profiles can relate to each other in a variety of ways. The graphic below provides a visual representation of different possibilities.
- Navigate to a profile within CRM.
- Locate the Relationships baseball card within the profile and click Add.
- Search for and select profiles you want to add from the drop-down list, then click Save.
The profile(s) you just added will now show in the Relationships baseball card.
CRM Glossary provides additional details on what is included in your CRM.