View other records associated with Opportunities
From an Opportunity record, you can view and create different types of records from other modules:
- Timeline – view related Activities and records on a timeline and search records in chronological order.
- Activities – view related Activities in a list view. You can apply Filters, Layouts and search and sort the records.
- Quotes – view related Quotes or create new ones. You can apply Filters, Layouts and search and sort the records.
- Sales – view related Sales Orders or create new ones. You can apply Filters, Layouts and search and sort the records.
- Invoices – view related Invoices or create new ones. You can apply Filters, Layouts and search and sort the records.
- Payments – view related Payments or create new ones. You can apply Filters, Layouts and search and sort the records.
- Referrals – view related Referrals, create new ones or delete existing ones. You can apply Filters, Layouts and search and sort the records.
- Products – view related Products, associate existing ones or delete currently associated ones. You can apply Filters, Layouts and search and sort the records.