Adding Relationships from Manage Relationships

You can add relationships on the Manage Relationships page.

  1. Navigate to the Manage Relationships page via one of the following methods.
    • Select Profitability > Manage Relationships.
    • Select Pricing > Pricing > Manage Relationships.
  2. Select "" Add for the Relationship list.
    A new row appears at the end of the Relationship list.
    Relationship list on the Manage Relationships page.

  3. Enter a unique name for the relationship.
  4. Select Save to add the relationship to the list.
    Relationships are listed in alphabetical order.

After you save the relationship, you can edit the relationship name by selecting the name in the Relationship list. All relationship names must be unique. If any customers are assigned to the relationship before it is renamed, then they remain associated with the relationship after it is renamed.

You can also delete a relationship from the list after it is saved. Select the "" check box next to the relationship name that you want to delete, and then select the "" delete option.

After you add new relationships, then you can assign customers to them.
Parent topic: Manage Relationships