Hello, I want to create a call or visit and be able to relate it to the lead module and the opportunity module.
I have created the opportunity related field in calls, so that when I am in a lead, I create a call and relate it to the opportunity.
How do I now make it appear in the call subpanel on opportunities?
Do you make
filed relate or
relationship one-to-many for the lead module and the opportunity module to the call module?
i want to quick create a calls in subpanel of module leads and i be able relationship with a opportunity.
If i create call for leads and relation for opportunity, when i go to opportunity in subpanel calls apair this call.
When did you add 2 relationships between modules:
- Opportunities one-to-many Calls
- Leads one-to-many Calls
did you see new subnels in modules Opportunities and Leads?
Yes, i can see subnels in modules.
But when i create call and relation lead and opportunity, only i can see the call in lead, i need show in oportunitty too
I see and think that this is
Calls module. But I don’t understand where is fields of