View other records associated with Opportunities

From an Opportunity record, you can view and create different types of records from other modules.

Associated module tabs on an Opportunity

Creating a new Quote from the Quotes tab

You can also customise the tabs that are shown so the order and tabs displayed suit your individual preference. See this guide for more information. 

• Timeline – view related Activities and records on a timeline and search records in chronological order. You can learn more about the Timeline here.
• Activities – view related Activities in a list view.
• Quotes – view related Quotes or create new ones.
• Sales – view related Sales Orders or create new ones.
• Invoices – view related Invoices or create new ones.
• Payments – view related Payments or create new ones.
• Referrals – view related Referrals, create new ones or delete existing ones.
• Products – view related Products, associate existing ones or delete currently associated ones.

On each tab, you can do all the things you can do in List View:

• Show and hide columns.
• Change the display order of columns.
• Filter records, create Advanced Filters or deploy existing ones.
• Set up Layouts or deploy an existing one.
• Sort records.