Links can be added in the Deal, Contact, Appointment, and Task forms with the spirit of linking anything-to-anything. For example, a Deal could have links to several key contacts, a proposal document, the customer's homepage, a task to refine the proposal, and an appointment to present the proposal.

Types of Links

• Web page: link to a web page
• File: link to a file on your computer. This is a link like
  c:\Documents and Settings\Wilson Pickett\My Documents\Example.doc
• Deal: link to a deal within the pipeline
• Contact: link to a task within the pipeline
• Appointment: link to an appointment within your calendar
• Task: link to a task within your task list

Link State

A link is broken when one end of the link - the target - disappears for some
reason. For example, a link from a deal to a document on your PC becomes broken
if the document is deleted. Since appointments and tasks are not a part of a
pipeline file, a link between a contact and a task can be broken if the pipeline
file is moved to another computer while the target task remains behind. A broken
link is not serious or fatal - it is something closer to a warning - "not
available at this moment". So the "state" of a link can be:

• Unknown: the state of this link has not yet been determined - it has not
  been checked.
• Verified: has been checked and is a valid link to an item
• Failed: has been tested and the link target does not exist
• Untested: A link to a web page is not checked by this program

Verify State

You can check the state of your links through the Verify State button below
your list of links. Each link will be checked and the State column reflects the
state of each link. Again, web page links are not checked... Open link: Website

• Description: Enter a description of the webpage link or choose from the
  pre-defined descriptions.  
• Website/URL: Enter or copy/paste the url from your web browser  
• Test: Opens the website/URL in a browser  

Open Link: Website

Opening the website link opens the link in a browser.

Add Link: Document

• Description: Enter a description of the document or choose from the
  pre-defined descriptions.  
• File Name: Enter or use Browse to select the file you wish to have
  linked  
• Browse: Opens a file selection dialog  

Linking to a document does not include or copy the document into your
pipeline file. It is a link the file's location on your computer. If your
pipeline is moved to another computer, or the file is moved or deleted then the
link will be broken.  

Open Link: Document

Opening the document link attempts to open the document using the web
browser. In a surprising number of cases this opens the document in a very
readable format.

Add Link: Contacts, Deals, Tasks, Appointments

A list of the current items is displayed. You may choose more than one item
using either shift or ctrl. A link will be created for each item selected.

Open Link: Contacts, Deals, Tasks, Appointments

The linked item will be opened in an Edit form.