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
- Open the deal you want to update.
- Click the + icon to add a person to the deal.
- Choose an existing person or create a new person to associate.
- 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 customercare@pipelinecrm.com.