2-way relationships between Contacts

Options
Vincent_27583
Vincent_27583 Member Posts: 25
First Comment
edited July 2022 in Sales CRM #1

Hi @Roadmap Tech & @Customer Success teams,

 

Declaring Company A as “Parent Org” to Company B automatically makes Company B its “Branch”.

This is a 2-way relationship. This is cool!

 

Here's my issue:

Managers have Secretaries.

I’m interested in having a 2-way relationship between Contact A and Contact B.

So that when I declare that A is B’s Manager, B becomes A’s “Assistant” or “Direct report”.

Setting up a custom Contact field only provides a 1-way relationship.

 

What do you suggest?

 

@João Salgueiro 

 

Comments