Add Notes

To add notes

1. In the Record Detailspage, the existing note details, if any, are displayed.
   • Enter the content for the note in the text box.
   • Click the Add a Title link, if required.
   • Click Save.

Associate Campaigns

To add campaigns

1. In the Record Details page, the existing campaign details, if any, are displayed.
   • Click Campaign Name, Status, Type, Start Date, End Date, Expected Revenue, Budgeted Cost, or Member Status links to sort the display order of the records.
   • Click the relevant Edit or Remove link to change the member status field or remove the campaign association from the record respectively.
2. Click the Add Campaigns link.
3. In the Add Campaigns to Leadpage, do the following:
   • Choose the campaign member Status from the drop-down list. See AlsoCustomize Campaign Member Status
   • Select the check box(es) of the campaigns that you want to associate to the lead.
4. Click Add to Lead.

Associate Deals

To create deals

1. In the Record Details page, the existing deal details, if any, are displayed.
   • Click Deal 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 deals respectively.
2. Click the New link.
3. Enter the deal details.
4. Click Save.

Associate Products

To add products

1. In the Record Details page, the existing product details, if any, are displayed
   • Click Product Name, Product Code, Product Active, Manufacturer, Support Start Date, or Support Expiry Date links to sort the display order of the records.
   • Click the relevant Del link to delete the record.
2. Click the New link.
3. Select the check box(es) corresponding to the product.
   Note, that the products will be available in the list only if you add them using the Products module.
4. Click Add to [Module].

Associate Quotes

To create quotes

1. In the Record Details page, the existing quote details, if any, are displayed.
   • Click Subject, Quote Stage, Valid Till date, or Carrier links to sort the display order of the records.
   • Click the relevant Edit or Del link to modify or delete the quotes respectively.
2. Click the New link.
3. Enter the quote details.
4. Click Save.

Associate Sales Orders

To create sales orders

1. In the Record Details page, the existing sales order details, if any, are displayed.
   • Click Subject, Status, Customer No., Due Date, Excise Date, or Sales Commission links to sort the display order of the records.
   • Click the relevant Edit or Del link to modify or delete the sales orders respectively.
2. Click the New link.
3. Enter the sales order details.
4. Click Save.

Associate Invoices

To create invoices

1. In the Record Details page, the existing invoice details, if any, are displayed.
   • Click Subject, Status, Invoice Date, Due Date, Excise Date, or Sales Commission links to sort the display order of the records.
   • Click the relevant Edit or Del link to modify or delete the invoice respectively.
2. Click the New link.
3. Enter the invoice details.
4. Click Save.

Associate Purchase Orders

To create purchase orders

1. In the Record Details page, the existing purchase order details, if any, are displayed.
   • Click Subject, Status, Tracking Number, Due Date, Excise Date, or Sales Commission links to sort the display order of the records.
   • Click the relevant Edit or Del link to modify or delete the purchase orders respectively.
2. Click the New link.
3. Enter the purchase order details.
4. Click Save.

Associate Cases

To create cases

1. In the Record Details page, the existing cases details, if any, are displayed.
   • Click Subject, Case Reason, Email, Status, Priority, or case Type links to sort the display order of the records.
   • Click the relevant Edit or Del link to modify or delete the cases respectively.
2. Click the New link.
3. Enter the case details.
4. Click Save.

Associate Solutions

To create solutions

1. In the Record Details page, the existing solution details, if any, are displayed.
   • Click Solution Title, Solution Number, Published, Status, or Number of comments links to sort the display order of the records.
   • Click the relevant Edit or Del link to modify or delete the solutions respectively.
2. Click the New link.
3. Enter the solution details.
4. Click Save.

Associate Price Books

To add price books

1. In the Record Details page, the existing note details, if any, are displayed.
   • Click Title, Note Content, Modified Time, Created Time, or Owner Name links to sort the display order of the records.
   • Click the relevant Edit or Del link to modify or delete the notes respectively.
2. Click the New link.
3. Enter the price book details.
4. Click Save.