Add link from Follow-up or Document dialog
•
Version: 10.3.6
Some tooltip text!
• 1 minute to read
• 1 minute to read
When you are in the Follow-up dialog or the Document dialog, you can add links to relevant activities, projects, or sales. For example, if you are going to a meeting with a company you have previously communicated with, you can add links to documents and sales you have already created for this company.
Add activities and sales
- Open or create a follow-up or document.
- Open the Links tab and click Add link.
- Select one of the available options.
- Select a record from the list or start typing the name of a record to search. If you selected the URL option, enter the link manually.
- Click OK. You are then returned to the Links tab in the dialog chosen in step 1, with the selected record shown in the list of links.
Open linked activities
To view details of a linked document, follow-up, sale, or project, double-click it.
Remove linked activities
To remove a link, click the red X on that row.
