Add People to a Deal

Link people to a deal so your team can see who's involved, and set the primary contact for calls, emails, and campaigns.

You can work from either side: start on the deal and add a person, or start on a person's profile and attach a deal.

Add a Person from the Deal

1. Open the deal you want to update.
2. In the People tile, click the + icon.
3. Choose an existing person, or create a new one.
4. Set the Primary Contact for the deal.

The primary contact is who your team targets for outreach, so give every deal one. You can change it at any time.

Add a Deal from a Person's Profile

Link to an existing deal

1. Go to the person's profile.
2. Click Actions > Associate to Deal.
3. Search for the deal you want.
4. Select it and confirm. The window also shows the deals this person is already on.

Create a new deal for them

1. Go to the person's profile.
2. In the Deals tile, click the + icon.
3. Fill in the deal details — name, stage, value, owner.
4. Save the deal. It appears in the person's Deals tile straight away.

To remove someone from a deal later, open the deal and click the trash icon next to their name in the People tile. For everything else you can do to a deal, see Manage Deals.

Need help? Contact support at customercare@pipelinecrm.com.