Link customers to sales

A customer's main purpose in a sale is to provide context and provide easy access. When you link a customer to a sale, you document who the sale is for and you create a direct link to this customer.

You will find linked sales in the sales page of the customer. This page gives you an overview of all sales that are linked to the customer.

Linked sales overview for a customer

Linking a company or contact to a sale

You can link 1 company and multiple contacts to a sale. You can link these while you create or edit the sale.

When you create a sale from within a company or contact, it will automatically be selected to help you get started.

Continue reading about sales.