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:

  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 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:

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