No. of Users / People *
Business Phase (You are able to select more than one option)
Where are Staff:
Aims (You are able to select more than one option)
CRM Integration (You are able to select more than one option)
Which accounting system do you use?
icon-person 02 9299 9959 OR Call Sales

Massive 40% off 2nd Year. Pay by 31st Oct 2021.

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

 

First Name*:
Last Name*:
Email1*:
Phone (Work)*:
Is there anything else we can help you with:
193 queries in 1.316