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Guide: Related

Welcome to the user guide for the Related in Marketpulse OS CRM. This document provides a detailed, step-by-step tutorial on effectively using this module.

Step 1. Go to Spreadsheet Onlinemodule from the left sidebar -> Select the file/folder to related.Orright-clickat the file/folder that you want to share and click on the Related
Step 2. In the Add New Related popup, fill the following details: 1. Select the Related to: Project, Estimate, Contract, Proposal, Invoice, Expense of, Lead.2. Select thevalue
Step 3. Click on the Savebutton Result:

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