Introduction to relationship labels

What are relationship labels?

Relationship labels help you define and visualize connections between records in your CRM. By applying labels to linked records, you can quickly identify roles, relationships, or dependencies, making it easier to manage contacts, companies, deals, orders, contracts, and other records.

These labels enhance visibility and organization, helping teams:

• Quickly identify key roles, like stakeholders or decision-makers.
• Track relationships between companies, contacts, deals, and contracts.
• Understand record dependencies for better sales and customer management.
• Define signer roles for eSignature fields in quote templates, allowing sales reps to select the right contact when generating a quote.

How do relationship labels work?

A relationship label consists of two components:

• Primary record label – Applied to the primary record in the relationship.
• Linked record label – Applied to the linked record connected to the primary record.

Both labels can be the same or different depending on the relationship definition.

When a relationship label is applied:

• The primary record receives the primary record label.
• The linked record receives the linked record label.

Examples of relationship labels with the same labels

1. Pipelines-to-Contacts

Assigning the “Decision Maker” label to Alex (a contact) in relation to a sales pipeline:

• In the pipeline record: Alex appears with the “Decision Maker” label, indicating their role in the deal.
• In Alex’s contact record: The linked pipeline displays the “Decision Maker” label, showing Alex’s role in that sales opportunity.

2. Companies-to-Contacts

Assigning the “Employee” label to Emma (a contact) within a company record:

• In the company record: Emma appears with the “Employee” label, showing she works at that company.
• In Emma’s contact record: The linked company displays the “Employee” label, reinforcing the relationship.

3. Contacts-to-Contacts

Assigning the “Colleague” label between two contacts:

• In Contact A’s record: Contact B appears with the “Colleague” label.
• In Contact B’s record: Contact A appears with the “Colleague” label.

These labels help teams quickly identify key relationships and roles within the CRM.

Examples of relationship labels with different labels

1. Pipelines-to-Pipelines Relationship (Deals-to-Contracts)

Assigning the “Approved Deal - Signed Contract” paired label between a deal and a contract:

• In the deal record: The linked contract appears with the “Signed Contract” label, showing the contract that resulted from the deal.
• In the contract record: The linked deal appears with the “Approved Deal” label, indicating the deal that led to this contract.

2. Pipelines-to-Pipelines Relationship (Deals-to-Orders)

Assigning the “Source Deal - Confirmed Order” paired label between a deal and an order:

• In the deal record: The linked order appears with the “Confirmed Order” label, showing the finalized order linked to the deal.
• In the order record: The linked deal appears with the “Source Deal” label, indicating the deal that resulted in this order.

3. Pipelines-to-Pipelines Relationship (Renewal Records)

Assigning the “Previous Renewal - Next Renewal” paired label between linked renewal records:

• Viewing the 3rd-year renewal record: The previous (2nd-year) renewal appears with the “Previous Renewal” label, and the next (4th-year) renewal appears with the “Next Renewal” label.
• In the 2nd-year renewal record: The previous (1st-year) renewal appears with the “Previous Renewal” label, and the 3rd-year renewal appears with the “Next Renewal” label.
• In the 4th-year renewal record: The previous (3rd-year) renewal appears with the “Previous Renewal” label, and if a 5th-year renewal exists, it will appear with the “Next Renewal” label.

This helps teams track renewal cycles efficiently and understand how each renewal record is connected.

4. Companies-to-Contacts Relationship

Assigning the “Employer - Employee” paired label between a company and a contact:

• In the company record: The linked contact appears with the “Employee” label, indicating they work for the company.
• In the contact record: The linked company appears with the “Employer” label, showing the company they work for.

5. Pipelines-to-Pipelines Relationship (Parent - Child)

Assigning the “Parent - Child” paired label between two pipeline records:

• In the parent pipeline record: The linked pipeline record appears with the “Child” label, showing it is associated as a child record.
• In the child pipeline record: The primary pipeline record appears with the “Parent” label, showing it as the parent for this record.

These paired labels help teams track structured relationships across different CRM records, ensuring clarity in business workflows.

Key benefits of relationship labels

✔ Enhanced visibility – Instantly recognize key roles and relationships between records.

✔ Stronger sales and relationship management – Track deals, orders, contracts, and key contacts effectively to improve decision-making and customer engagement.

✔ Structured data organization – Maintain well-defined record relationships for clear navigation.

✔ Customizable & flexible – Create labels that fit your business needs, whether tracking organizational hierarchies or sales dependencies.

Using relationship labels makes it easier to gain insights, stay organized, and manage customer relationships efficiently in your CRM.