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Primary Relationship Field

Define and control who owns key relationships with customizable logic based on role level, interaction type, and communication history.

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💡 What is the Primary Relationship Field?

Primary Relationship is a customizable field that lets you define who is the most important coworker for each contact or company.

Unlike other relationship metrics that SigParser calculates automatically (First, Latest, Strongest, Most Active), you control the rules for Primary Relationship assignment.

This insight helps teams with:

  • Automatic CRM ownership assignment based on real relationships

  • Filtering out support staff or one-off communicators

  • Warm introductions using the strongest internal connections

  • Confident client handoffs with clear relationship mapping

Instead of guessing, SigParser gives you clear visibility into your team’s most meaningful connections—based on real communication data.

🔍 How It Works

You set the criteria, SigParser applies the rules:

  1. Define qualification rules - minimum role levels, interaction thresholds, relationship types

  2. SigParser evaluates all coworkers against your criteria

  3. Primary Relationship assigned only when your conditions are met

  4. Sync to CRM for ownership or use in SigParser for reporting and segmentation

Primary Relationship only populates when Job Role Levels are configured. This ensures intentional, meaningful assignments based on your standards.

⚙️ Step 1: Set Job Role Levels

Manually Assign:

  1. Go to Coworkers in SigParser

  2. Add the Job Role Level column using the Column Picker

  3. Click the cell next to each coworker and enter a value between 1–5

Bulk Update:

  1. Prepare a CSV and include a Job Role Level column

  2. Go to Coworkers → Import

  3. Upload and map your CSV fields

  4. Complete the import

⚠️ Email addresses are required to match and update records.

⚙️Step 2: Define Your Rules

  1. Go to Settings → Admin Settings

  2. Scroll to the Primary Coworker Relationship section

Set Relationship Type:
Choose which metric determines the Primary Relationship:

  • Strongest

  • Most Active

  • First

  • Latest

Set Minimum Coworker Role Level:
Define the minimum role level (1–5) required for coworkers to qualify.
​Example:

  • Levels 1–2 = Admins or support staff

  • Levels 3–5 = Sales, Executives, or Partners

Set Minimum Interaction Thresholds:
Specify how many interactions must exist before assigning the Primary Relationship:

  • Emails To

  • Emails From

  • Completed Meetings

Click Update to save your settings.

It can take up to 8 hours for these changes to be reflected in the Primary Relationship field.

Minimum Interactions Setting - Why use it?

  • Ensures the designation goes to a meaningful, active connection—not a one-off interaction.

  • Helps filter out assistants or junior employees from being marked as the primary contact owner unless intended.

  • Keeps account assignments relevant for BD, marketing, and client service workflows.

Step 3: Assign CRM Ownership Automatically

  • Go to Connectors

  • Select your CRM connector

  • Under Export Settings, locate the Fields to Export section

  • Map the SigParser Field: Primary Relationship to your CRM’s Owner ID or equivalent field (e.g., Contact Owner, Account Owner)

This lets you automatically assign account or contact ownership in your CRM based on your defined Primary Relationship logic in SigParser.

📊 Use Cases & Key Benefits

  • CRM Ownership Assignment
    Automatically assign contacts or accounts to the right owner—based on actual communication data, not guesswork.

  • Warm Introductions
    Quickly identify the internal team member with the strongest connection to a prospect or client for high-impact outreach.

  • Client Handoffs
    Ensure seamless transitions between teams with clear visibility into the most active or recent relationship holder.

  • Data Hygiene & Segmentation
    Filter out support staff or one-off communicators and maintain clean, reliable ownership data—perfect for BD, marketing, and client service teams.

  • Targeted Reporting
    Use Primary Relationship in dashboards and reports to understand relationship coverage and ownership across your firm.

By defining your own rules you get tailored control over how ownership is assigned and insights are delivered.

No more guesswork. Just better visibility into who knows who best—on your terms.

If you have any questions, send us an email at support@sigparser.com. You can also book a demo session HERE.

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