Knowledge base | Sheep

Contact connections

Contact connections let you link people to people and people to organisations. Use connections to record common relationships between your contacts.

Adding a connection to a contact:

  • Go to the contact
  • Click New connection button at the bottom of the connection panel
  • Search and find the relevant contact (or add new if not in Sheep)
  • Select the relevant connection role* from dropdown
  • Click Save

Removing a connection from a contact:

  • Go to the contact
  • Find the relevant contact in the connection list (in panel)
  • Click the delete icon (‘x’) to remove

*If the connection role is not in Sheep you can always add more. Please see Adding a connection role for help.