Set Up Lead/Contact Relationship Types

Use the Manage Lead/Contact Relationship Types screen to set up lead/contact relationship types. User- and system-defined relationship types that exist on this screen can be used in lead/contact records in Manage Leads and Contacts.

To set up lead/contact relationship types:

1. Click Capture & Contracts > Contract Management Controls > Contract Management Controls > Manage Lead/Contact Relationship Types.
   The table window displays seven system-defined relationship types.
2. In the Show in Lookup column, keep the check box selected for the corresponding relationship type that you would like to be available in the lookup of the Relationship Type field in Manage Leads and Contacts. Only relationship types with this check box selected will be available for selection in new records in Manage Leads and Contacts.
3. Optional: To add new relationship types, complete these steps:
   1. Click on the application toolbar.
   2. Complete these fields:

      Field	Description
      Lead/Contact Relationship Type Code	Enter a code to uniquely identify this lead/contact relationship type.
      Lead/Contact Relationship Type Description	Enter a description for the new lead/contact relationship type.
      Show in Lookup	Keep this check box selected to display the lead/contact relationship type code in the lookup of the Relationship Type field on the Related Leads / Contacts subtask of the Manage Leads and Contacts screen.

4. Click .
   Attention: See the online help for the Manage Lead/Contact Relationship Types screen for more information.