Overview

Link a spouse or partner to a contact so the household reads as one relationship. Both names sit together on a single record, and each person keeps their own details, stage, and history.

There are two ways to do it. The Add Household Member button at the top of the contact is the quickest. The Relationships tab works too, and shows you the household on a map.

Add a partner from the contact sidebar

1. Open the contact and click Add Household Member at the top of the sidebar.
2. Pick the partner from the list, or search by name. The partner is linked right away.

3. If the partner isn’t in your database yet, click Add new. Enter their First name and Last name, then click Add Household Member.

You’ll see a confirmation that the person was added to the household, and the record header now shows both names joined by “&.”

Add new creates a full contact for the partner, starting at the New Lead stage. Open their name in the sidebar to add a phone number, email, and the correct stage.

Add a partner from the Relationships tab

1. Open the contact and click the Relationships tab.
2. Hover over the contact’s circle in the relationship map. On the card that appears, click the add-person icon (the last icon on the right).

3. In Add a relationship for [contact name], choose Household (partner or family members that live together), then click Continue.

4. Keep Link a person as partner selected. Search for the partner and click their name. A check mark shows next to the person you picked.

5. Click Add. You’ll see a confirmation that the person was added as a partner, and the two now appear side by side on the relationship map.

Either way, the partner appears under Household at the top of the Relationships tab, labeled Partner.

Working with a shared record

In the sidebar, both people are listed at the top, and the contact you started from is marked Primary. Click either name to switch to that person. Their phone, email, stage, role, sources, activity, and tasks show in place.

Change the primary. Click the … menu next to a name and choose Make Primary. Their name moves to the front of the record.

Unlink partners. Click the … menu next to a name and choose Break relationship, then confirm. Both people go back to separate records, and neither contact is deleted.

Add kids and other family to the household

The Household field under Relationships in the sidebar is for family members who aren’t contacts in your database, like kids, parents, or a pet. Click Add household members, enter a Name, choose a Type, and add a birthday or note if you’d like. In the Relationships tab, Add a nested member opens the same form.
 

Types include Son, Daughter, Mother, Father, grandparents, siblings, in-laws, Pet, and Other. Remembering a client’s kids’ names and birthdays is an easy way to stay top of mind.

Good to know

• Add a partner with Add Household Member or Link a person as partner, not with the Household field. The field is for family who aren’t contacts, so typing your partner’s name there creates a second, separate entry for them.
• There’s no Spouse, Husband, or Wife label. Anyone you link with Add Household Member or Link a person as partner is labeled Partner.
• The Household field in the sidebar lists family members only. Your Partner shows at the top of the record and on the Relationships tab.
• Break relationship also removes any kids or family you added to that household. Add them again if you still want them on one of the records.
• Household is for people who live together. For an ex-partner, use Close tie on the Relationships tab and choose Former partner.