Adding contacts to a deal
Link people to a deal, set a primary contact, assign roles, and see a contact's deal history on their profile.
A deal can have one or more contacts — these are the real people you are working with at the organization. Linking contacts to a deal keeps all communication organized and lets you see the full history from either side.
Adding a contact to a deal
- 1Open the deal.
- 2In the right column, find the Contacts card.
- 3Click + Add Contact.
- 4Start typing the person's name or email address. A dropdown will suggest matching contacts from your database.
- 5Click the correct person to select them.
- 6If the person does not exist yet, click Create new contact. Fill in their name, email, and phone number, then click Save.
- 7The contact now appears in the Contacts card on the deal.
Setting a primary contact
The primary contact is the main person you are dealing with — they appear more prominently on the deal record and are used as the default recipient for quotes and emails.
- 1In the Contacts card on the deal, find the person you want to make primary.
- 2Click the three-dot menu (the small "..." button) next to their name.
- 3Click Set as Primary. A small star or "Primary" badge will appear next to their name.
Contact roles
You can give each contact a role to describe their relationship to this deal — for example, Decision Maker, Budget Holder, Champion, or just Contact. Roles are optional but helpful when you are working with large organizations that have several people involved.
- 1In the Contacts card, click the three-dot menu next to the contact's name.
- 2Click Edit Role.
- 3Choose a role from the list or type your own.
- 4Click Save.
Seeing a contact's deals on their profile
Every contact has a profile page. At the bottom of that page is a Deals section that lists every deal this person is linked to — the deal name, its current stage, and the value. This is useful when you want to check whether you are already in a conversation with someone before reaching out again.
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