I have quotes linked to potentials, but I would like to be able to see when I click on an invoice, which potential and which quote it came from.
One account can have many potentials, invoices and quotes assigned to it, so I would like to make sure things are correctly attributed, and we can follow the trail. Is there a way to ensure that they are all connected? We generated the invoice from the quote, but there is no way to click back through to see how things have changed.
Thanks
Nicola