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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.

Tabs in an Opportunity record

 

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