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
- In the Record Details page, the existing potential details, if any, are displayed.
- Click Potential Name, Amount, Stage, Probability (%), 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.
- Click the New link.
- Enter the potential details.
- Click Save.