Last Revised: 11 Feb 2020 Written by Veloxity CRM Time Estimate: About 1 minute to read.
You are looking at two screenshots demonstrating how to Add a New Linked Record:
Figure 1. Add a Linked Record.
Figure 2. Add a New Linked Record: Select Record Type.
To add a new Linked Record, click the + symbol to the right of Linked Records as illustrated in Figures 1 and 2 above.
Select the data type you wish to add.
Select the data you wish to link.