Connections and Relationship Strength

The relationship strength is a score based on email, calendar history, and recency of interactions between members of your team and a particular contact. Along with a numerical score, the relationships are categorized by color. Green representing a strong relationship, yellow medium, and grey weak.

View on Person Page

When navigating to a contact’s profile, you’ll be able to see who has the strongest relationship with that contact; as well as, all the connections your firm has with that contact.

View on Organization Page

When navigating to an organization’s page you will be able to see a list of contacts your firm knows at the organization, ranked by relationship score. You also have the option to turn on “Show connections” which will show the individual connection between your firm and the organization, again ranked by relationship score.

View Directly From List

You can also access your connections with a contact or organization directly from a list.

• Go to “Manage Columns” and click the box next to the field name Connections so that it will display in list. Again, the relationships are ranked by strength so the strongest will be visible from the cell.
• If you click on the box you will get a dropdown list of those top relationships or expand the list to see the rest of your firm's connections.
• From this drop down menu you can click on a contact’s name to be directed to their page or choose the see all connections option to be directed to the organization’s page.