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Associate a deal with multiple contacts in your CRM

Associate deals with multiple contacts in your CRM by selecting existing contacts to enhance record management and streamline customer relationship workflows.

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·8 steps·91 views·Published

Associate deals with multiple contacts in your CRM by selecting existing contacts to enhance record management and streamline customer relationship workflows.

Step-by-step Guide8 steps

  1. Click the CRM icon

    This action opens the CRM section, allowing you to manage customer interactions, view tasks, and track sales activities.

    Click the CRM icon
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  2. Click the Deals link

    This will navigate you to the Deals section where you can view and manage ongoing transactions and sales opportunities.

    Click the Deals link
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  3. Click the HMO (clone) link

    Clicking the HMO (clone) link will open the detailed view of the cloned HMO deal, allowing you to review and edit its information.

    Click the HMO (clone) link
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  4. Click the Add button

    This action will allow you to add a new entry to the selected section, such as Contacts, Companies, or Deals, facilitating easier management of your records.

    Click the Add button
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  5. Click here to add an existing contact

    Selecting this option allows you to choose from existing contacts to associate with the deal. A list of recently added contacts will be displayed for your selection.

    Click here to add an existing contact
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  6. Click 'Click here' to add a contact

    This action allows you to select existing contacts to add to the deal. After clicking, a dialog will appear where you can choose contacts from the list.

    Click 'Click here' to add a contact
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  7. Click here to add a contact

    This action opens a dialog allowing you to select existing contacts to associate with the deal. You'll be able to view and choose from your contacts, ensuring accurate and efficient record management.

    Click here to add a contact
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  8. Click the Save button

    Clicking the Save button will finalize the addition of selected contacts to the deal. This action ensures that the changes are recorded and accessible in the details of the selected deal.

    Click the Save button
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