Thrive has created Connections for you to be able to track relationships between your contacts and users.
You can view, add or edit the connections a contact has by going to the Connections Side Panel. This is located in three places:
Click on the connections icon on a contacts' avatar to quickly see the connections that already exist
Click on the Connections section of a Contact Detail Page
Click on the Connections rectangular bar on a contacts' Quick View Panel
What makes up a connection?
The two users or contacts that are connected to each other
Connection Type: Select the type of connection that best describes the relationship. The options are:
Personal Connection
Professional Connection
Relationship Manager
Peer
Referred by
Currently Reports to
Currently Manages
Previously Reports to
Previously Manages
Connection Strength
Low
Medium
High
Connected Date
Connected Notes