Adding Relationships

You can add new relationships in the Pricing module.

It is a common need for officers to price instruments for prospective clients who have no existing relationships with the institution.
  1. Select Pricing > Pricing.
  2. Select Add Relationship.
    The Add Relationship dialog box opens.
    Add Relationship dialog box.

  3. Enter the Relationship Name.
    Note: All relationship names must be unique.
  4. Select Add.

After you successfully add the new relationship, then the Pricing Opportunity page opens for the relationship. You can price new instruments for this relationship on this page.

The new relationship also appears in the Relationship list on the Manage Relationships page.

Parent topic: Pricing Relationships