Links

Audience:
person
•
Version: 10.5
• 2 minutes to read
 • 2 minutes to read

Use the Links tab to connect relevant activities, sales, projects, documents, or websites to a record. For example, if you are going to a meeting with a company you have previously communicated with, you can add links to documents and sales you have already created for this company.

The Links tab can be found in:

A dot appears next to the Links tab when it contains one or more links.

  1. Go to the project or sale you wish to add a link to. (See Use the Find screen.)

  2. Select the Links tab.

  3. Click Edit () and then Add.

  4. In the Add link dialog:

    • Choose link type: Options include URL, Project, Sale, Document, or Follow-up.
    • Select link target:
      • For URL, enter the website address.
      • For other link types, select a record from the list or type to search.
    • Enter a description: This will be the visible link text.

  5. Click OK.

  6. Click Save to store all changes.

  1. Go to the Links tab.
  2. Click .
  3. Click the Delete button (red X) next to the link you want to remove.
  4. Click Save.

To view a linked record or site:

  • Click the link to open a website in a new window.

  • Double-click a linked project, sale, follow-up, or document to view its details.

When creating or editing a follow-up or document, you can add links as follows:

  1. Open or create a follow-up or document.
  2. Go to the Links tab and click Add link.
  3. Follow the steps to select a link type, target, and description.
  4. Click OK, then Save when you are done.

Links tab of a follow-up -screenshot

Related content