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Associate Deals to People

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Maria Herrell
Updated 2 weeks ago
Easily link people to your deals in Pipeline CRM to keep your sales process organized and ensure the right contacts are always connected.

How to Associate a Person with a Deal

  1. Open the deal you want to update.
  2. Click the + icon to add a person to the deal.
  3. Choose an existing person or create a new person to associate.
  4. Set the Primary Contact for the deal to target the right person for calls, emails, or campaigns.

Tip: The Primary Contact helps your team focus outreach and keeps communication streamlined.
Need help? Contact support at [email protected]
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