Add a group of household relationship for an individual prospect

  1. From the prospect’s Wealth and Ratings page, select the Biographical Information tab.

  2. In the Relationships section, click Add, Group/Household. The Add a relationship screen appears.

  3. In the Related constituent field, search for and select the group or household to add as a relationship.

  4. Under Relationship, select the association the constituent and the group or household have with each other and the start and end dates of the relationship.

  5. Under Comments, enter any additional information about the relationship.

  6. Click Save. You return to the Relationships tab.

 

 

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