This guide explains how to set up the Relationship Management module in Tribe using a clear, structured approach. It helps you define how your organisation tracks relationships, records interactions, and collaborates as a team. You might use this process when setting up Tribe for the first time or when reorganising your CRM structure. By the end of this guide, you will have a working setup that supports daily use and long-term growth.
Table of Contents
Background And Context
What Does This Setup Process Do?
Why Or When Should You Use It?
Step By Step Instructions
Tips And Best Practices
Quick Summary
Background And Context
The Relationship Management module is the foundation of how Tribe stores, connects, and displays information about the people and organisations you work with. A well-planned setup helps ensure your data remains consistent, useful, and easy to maintain over time. Taking a structured approach from the start reduces confusion and prevents rework later.
What Does This Setup Process Do?
This process helps you define how relationships are structured, what information is recorded, and how your team works together in Tribe. It ensures that interactions, communication, and historical data are stored in a clear and consistent way. It also supports collaboration by aligning everyone around the same data structure and daily habits.
Why Or When Should You Use It?
You should follow this setup process when launching Tribe for the first time, onboarding a new team, or revisiting your CRM structure. It is especially useful if your data feels scattered or if different team members track information in different ways. A clear setup makes Tribe easier to use and more valuable in everyday work.
Step By Step Instructions
Map Out Your Relationships
Define the types of relationships your organisation manages and the information that matters most for each one. This creates a clear structure and ensures your CRM remains logical and scalable.Record Contact Moments
Decide which interactions should be logged to build a complete relationship history. Capturing the right moments gives your team shared context and continuity.Set Up Email And Calendar Integration
Connect your communication tools so that relevant emails and appointments are stored centrally. This reduces manual work and prevents important information from being missed.Invite Your Team And Set Up Collaboration
Add colleagues to Tribe and ensure everyone has access to the same information. Shared visibility helps teams stay aligned and work more efficiently.Populate Your Database
Add your existing relationships and historical data. This can be done through imports or manual entry, depending on what suits your situation best.Adopt Tribe In Daily Work
Establish daily habits, train users, and define best practices. Consistent usage helps Tribe become a natural part of your team’s workflow.
Tips And Best Practices
Start with a simple structure and expand only when needed.
Agree as a team on what should be recorded and how.
Review your setup periodically to keep it aligned with your processes.
Focus on daily habits rather than perfection from day one.
Quick Summary
This setup process helps you configure the Relationship Management module in a clear and structured way. It ensures your data is organised, your team is aligned, and your CRM supports daily work. By following these steps, you create a foundation that is easy to maintain and ready to grow with your organisation.
Note: Each article will lead you to the next step in the process with a hyperlink provided at the bottom. Start now with Mapping Out Your Relationships!