How to move a deal to a contact

The Deals CRM is available on the following plans:

  • Plus
  • Professional
  • Enterprise

Each deal you create will have a primary contact assigned to it. The primary contact on a deal is the main individual you communicate with on an opportunity in your pipeline. If you would like a different primary contact on a deal, you can change the primary contact on an existing deal at any time.

1. Click “Deals” to navigate to the Deals page.

2. Use the search field to locate the deal you wish to update. You can type the name of the deal, email address of the contact on a deal, phone number, or account name to search for the deal.

3. Click the deal to open the deal details page. The deal profile will appear. You can edit different fields separately or in bulk under the "General Details" section.

4. Click the dropdown menu next to the "Primary Contact" field.

5. Click the name of the individual you wish to make the primary contact for the deal.

 

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6. Click the "Save" button when finished.

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