Can you create relationships BETWEEN contacts within the same module
I am setting up my CRM, and I want to have a way to connect contacts within the same module. Is there a way to do this? If not - how do I decide how to split up contacts to make connections? What are best practices for this?
We have clients who need to be connected to a referral sources and companies. I want to be able to pull a report from a referral source and/or company that lists the related clients and jobs. I'm not sure of the best way to set this up.