Showing the objects linked to the customer or prospect
Prerequisite: On-going modifications on the customer or prospect must be saved.
From the CRM module > Customers, the list of objects linked to a customer or prospect can be opened from the customer or prospect record sheet.
Showing linked opportunities
| DMF |
010204 PROSPECTING OPPORTUNITIES SEARCH |
Important
This feature requires the feature flag Portail ventes Domain > Opportunités Label.
From the customer or prospect record sheet, click on 
> Opportunities in progress.
The list of opportunities linked to the customer or prospect opens in a new tab.
Showing linked quotations
| DMF | 020204 SALES QUOTATIONS SEARCH |
Important
This feature requires the feature flag Portail ventes Domain > Devis Label.
From the customer or prospect record sheet, click on > Quotations in progress.
The list of quotations linked to the customer or prospect opens in a new tab.
