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 3 deals belonging to a Xilva company. They are in different stages. From this dashboard, I can:

  1. 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 Xilva record:

2. Filter through all deals in a new window:

3. You can apply a filter to show all the Won deals by Xilva and add more filters:


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