Associate Deals with Contacts

admin

2 min read

Updated: November 29th, 2021

Where can I see if my contacts are associated with a deal?

1. To see the deals associated with your contact, go to the ‘Contacts’ section.

2. Choose the Contact profile under the Contacts List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the contact data, or just select the contact profile from the contacts list.

3. Click on the ‘three-dot’ button or the ‘kebab’ button then select ‘Deals’. The ‘Deals tab will show you the list of Deals that are associated with your Contact. 

4. You can also create a new deal by clicking on the ‘+ADD DEAL’ button.

5. Fill out the Deal information. Once done, click on ‘SAVE DEAL’.