In detail view of a particular opportunity, you can see sub-lists of leads, appointments, tasks, order rows, notes, photos, documents. You can add new objects for these sub-lists in quick and easy manner by clicking on the plus (+) button and choose preferred one. The newly created objects can be seen instantly on their main screen and on sub-list.

  • By clicking on each sub-list, you can view and manipulate these objects like sorting, editing, deleting, etc., in the same way as you do on the main screen.   
  • By clicking on the sub-list of order row, you can view the list of order row, editing or adding new order rows.
  • By clicking on photos sub-list, you can view, upload new or remove photos as you want through your storage account of Dropbox/Onedrive/Google Drive
  • By clicking on document sub-list, you can view, upload new or remove photos as you want through your storage account of Dropbox/Onedrive/Google Drive