Sales Deals, Quotes and Invoices
You can create a Deal, or a Quote or Invoice linked to a Contact or Company and keep a history of all records created.
To create a Deal, or a Quote or Invoice linked to a Contact/Company, open the View screen and tap or click on + then select Deal, Quote or Invoice (for Company only).
The list of linked Deals/Quotes/Invoices appear in the Activity tab of the Contact/Company View screen on the mobile, and in the respective boxes of the Contact/Company View screen on the web.
N.B.: the records linked to Contacts/Companies are managed from the Sales app.
See
Sales app Guide
