Defining Relationships

Defining Contact Relationships

You can define subordinate-to-manager relationships and who-influences-whom relationships between contacts. The connections lines are dynamic and move with the contact boxes as you position the contact boxes on the map.

To define a subordinate-to-manager relationship:

Click and hold the left mouse button on the gray dot above the subordinate's box, drag it over the manager's box, and release the mouse button. A black line connects the two boxes as in the following example:

To define an influence relationship:

Click and hold the left mouse button on the red dot above the influencer's box, drag it over the applicable box, and release the mouse button. A red arrow points to the box of the person who is influenced as in the following example:

Removing a Relationship Line

You can remove a relationship (connection) line between two contact boxes. Removing the relationship line does not remove the contact from the map.

To remove a relationship between contact boxes:

Click the Select tool. The arrow should be highlighted.

Click and hold the applicable gray or red dot above the contact box that initiated the relationship (for example, if it is a subordinate-to-manager relationship, click the gray dot above the subordinate's box), drag the dot a short distance in any direction (without touching another contact box), and release the mouse button. The relationship line disappears.

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