Creating a Transaction from a Record
You can create transactions from lead, prospect, and customer records.
To create a transaction from a record:
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View the record by clicking View next to a record in a list.
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Click the
menu on the record to open a list of records and transactions that you can create and link to the current record. -
Select a transaction type. Some transactions types that are commonly available are sales order, invoice, and cash sale.
When you create a transaction from a record, the record is automatically linked to the transaction.