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Connections

How to track relationship between contacts and users

Kim avatar
Written by Kim
Updated over 10 months ago

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

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