Skip to main content

Settings - Priorities

Updated over 4 months ago

💡 In the Relation management module, you can prioritize relationships. This is done using priorities that you create yourself.

⇢ Go to Settings - Relation management - Priorities and click on the green plus sign.

  • Name: the name of the priority.

  • Visible in dropdown lists: checked by default to allow the priority to be selected for a relationship.

  • Default: you can designate one priority as the default. The default priority will automatically be selected when creating new actions.

  • Description: an optional field to provide further details.

Did this answer your question?