Add links from the Project screen

• 2 minutes to read
 • 2 minutes to read

You can add links to activities or websites that are relevant to the project. 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.

  1. Click the Links tab.

  2. Click Edit to switch to edit mode.

  3. Click Add.

  4. In the Add link dialog, select the link type you want to add. The options are URL, Project, Sale, Document and Follow-up.

  5. In the next field, select what you want to create a link to. Use the history list or start typing to search. The name of this field changes according to the link type you selected above. If, for example, you selected URL in the Type field, here you enter the URL address of the page you want to display.

  6. Enter a brief description of the link in the Description field. If you enter a description, it will be used as the link text.

  7. Click OK to save the link.

  8. Click Save in the Links tab.

A dot on the Link tab header indicates that the sale has a link.

You can open links by clicking on them in the Links tab. URLs/websites open in a new window.

  1. Go to the Links tab.
  2. Click Edit.
  3. Click the delete button next to the link. The link is deleted from the tab.