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Topics#Sales And MarketingDomanda di Pradeep Srivastav
Pradeep Srivastav (Prime Focus Technologies) ha fatto una domanda in #Sales And Marketing
18 gen 2017, 07:13

How to add contract object in Opportunity related list

How to add contract object in Opportunity related list?

 

Regards,
2 risposte
  1. Ines Garcia (get: Agile) Forum Ambassador
    18 gen 2017, 07:18
    Hi Pradeep,

     

    You need at least a Lookup relationship between the two, so per every Contract a field to lookup the related Opportunity.

     

    Once that is established and records are linked you can then add the related list. 

     

    Edit Opportunity page layout > related lists > drag the Contracts one.

     

    Hope this helps,

     

    Ines
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