How do I link records to a closed record?

Let us take the example of the Deals module to explain how to link records to closed records.

To link a record to a closed deal, you must use the widgets on the right side of the deal’s Summary View. For example, to link an invoice to a deal, use the Sales Ops widget. To link contacts, use the One View widget.
Follow these steps to link a record to a closed deal:

1. Log in to your CRM account.
2. Click the Main Menu.
3. Go to Sales.
4. Select Deals.
5. Select and open a closed deal.
6. Click on a tab where you can link records. 
   • For example, One View, Documents, Sales Ops, etc.
   • In the case of Documents, you can select existing, create new and link, or upload documents and link them to the deal.
7. Click the + icon. 
8. Click on a record to link it to the deal.

After you have linked the record, you will see it under the widget where you linked it.