Associate People with Deals

There are two methods to associate a person with a deal from a person’s profile page.

  • The first way is to add a new deal by clicking on Add Deal from the Deals section. Munki_Munks___Pipeline.png
  • The second way to associate a person with a deal is to select Actions > Associate to Deal. This link will open up a field to search for existing deals in your Pipeline account and will show you deals currently associated with the person. To associate with an existing deal, search for the deal and select Done.

Munki_Munks___Pipeline.png

  Munki_Munks___Pipeline.png