How to use the Network view in CRM?

TB CRM · network · Last updated August 17, 2026 · Version 1

This process works in apps: TB CRM

This article will teach you how to explore relationships across accounts and contacts from the Network view.

Network visualizes how people and companies connect — buying groups, multi-location dealers, and referrals that span more than one account record. It is only as useful as the links you maintain; after field visits you often learn relationships that were never captured in the flat Accounts list.

Steps

• Open Network from the CRM sidebar.
• Search for an account or contact you are investigating.
• Explore linked people and related companies on the graph.
• Open a node to jump into the full account or contact record.
• Add or fix links when you discover a new relationship in the field.
• Return to Tasks or Deals with the updated context.
• If a node looks orphaned, merge duplicate accounts instead of adding another link.

Conclusion & best practices

Network quality equals data quality. After big meetings, spend one minute linking the new relationships you discovered. A clean network beats a spreadsheet org chart that goes stale every quarter.