Add links from the dialog for follow-ups or the Document dialog

• 2 minutes to read
 • 2 minutes to read

When you are in the dialog for follow-ups 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

  1. Open the Appointment, Task, Phone Call, or Document dialog and enter the required information. See the dialog for follow-ups or the Sale dialog.
  2. Open the Links tab and click Add link at the bottom of the tab.
  3. Select one of the available options.
  4. 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.
  5. 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 see more details of a linked document, follow-up or sale, select the row in question and click Open. You can also double-click it.

Remove linked activities

To remove the link to a document, follow-up or sale, select the row in question and click Delete.