Having a few folders in your workspace, you can connect records together.
For example, there are 2 folders: Companies and Deals.
A company can have a few deals and they will all be displayed as related records in the Company record:
There are 4 deals belonging to a Skippad company. They are in different Stages. From this dashboard, I can:
- Create a new deal from the company's record (hit on a "+" sign) and it will be placed in the Deals' folder and already linked to the Skippad record:
2. Filter through all deals in a new window:
3. You can apply a filter to show all the Won deals by Skippad and add more filters:
Haven’t found the answers you’re looking for? Ask our User Community on Facebook!