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Determining and creating relation types

How you manage relations for your suppliers, competitors, and other contacts.

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Written by Rianne van Diepen
Updated over a week ago

You can modify relation types via Settings > CRM > Relation type:

A number of relation types are preconfigured. You can modify existing relation types, but you can also add new ones. Each relation type can be assigned a color, allowing you to easily distinguish between types within the CRM. You can also set a default relation type: when a new organization is created, it will automatically set this default relation type.

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