Last Revised: Written by Veloxity CRM Time Estimate: About 1 minute to read. Veloxity 2.0
Step-by-step guide
To add a new Linked Record, click the + symbol to the right of Linked Records.
Select the data type you want to add.
Click +
Select the data you want to link.
Click OK.
You are looking at a screenshot demonstrating how to Add a New Linked Record: