Associate Potentials

Associate Potentials

Hi

I don't get how to link two potentials together. The help topic doesn't talk to me as well. I am running a free licence.

Regards

To create potentials

  1. In the Record Details page, the existing potential details, if any, are displayed.
    • Click Potential NameAmountStageProbability (%)Closing Date, or Type links to sort the display order of the records.
    • Click the relevant Edit or Del link to modify or delete the potentials respectively.
  2. Click the New link.
  3. Enter the potential details.
  4. Click Save.