Go to your Pipeline

Pipeline CRM Help Center

Search for any help questions or topics.

Associate Deals to People

Maria Herrell
Updated 2 months ago

To associate a person with a deal, select (+) to add a person to this deal

This allows you to add an existing person or create a new person to associate with the deal. The Primary Contact makes it easier for you or your team working on a deal to target the right person, whether it's by phone, email, campaign, etc.

Did this answer your question?
😞 😐 😃