How do I create Relationships between modules?

Follow these steps to create a relationship between the modules:

1. Log in to the CRM account.
2. Go to the Main Menu.
3. Click Settings. You will land on the Settings page.
4. Click Module Layouts & Fields under the Module Management section.
5. Select a desired module from the Select Module drop-down.
6. Click the Relationships tab.

 

7. Click +Add Relationship.
8. Select the module you want to link the parent module with in the Select Related Module drop-down menu.
9. Pick the relationship that you want to create from the Select relationship type.
10. Enter the field/tab name of the related record in module 1.
11. Enter the field/tab name of the related record in module 2. 
12. Click Save.