Update related Lists
After creating a record, you may need to associate tasks or events with it. You can associate the following to the records:
- For Leads, Potentials and Cases - Tasks, Events and Notes
- For Contacts - Potentials, Tasks, Events and Notes
- For Accounts - Tasks, Events, Notes, Potentials and Contacts
To create related records
- Go to the Leads, Accounts, Contacts, Potentials or Cases module.
- Select a record to create related records.
- Tap the Related links icon or scroll down to the list.
- Tap the related list under Related Information.
- In the Related [Records] screen, you can view the list of associated related records.
- Tap New [Record] to create a related record (potentials, contacts, tasks, events or notes).
- Tap Save.
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