You can make your experience with our platform more organized by associating any deals you have with the involved businesses or people. These contacts may be employees, partners, or owners of these companies and you will want to note the connection whenever possible.
This guide will show you how to associate both people and businesses with a specific deal for your records.
Accessing the Deal Card
Within the Deals application, navigate to the My Deals tab.
Then, locate the deal you wish to explore within your sales pipeline. Click on the name of the deal in blue.
Associating a Business
Within the deal card, look down on the left-hand side until you see Associated Businesses. Click on this to expand it.
If there are no currently associated businesses, it will appear as it does in the image above. To associate a business, click on the + icon to the right.
A menu will slide in from the right titled Add Business Association. The dropdown menu under Business Name will hold all of the business contacts you currently have on file in the Contacts application. Select the business you want to associate with the deal. Then, click Add at the bottom of this menu. You can also click on Add Business to create a new contact from this menu.
Note - You currently cannot add new contacts from this menu. If you do not find the business you want, you must go create the contact within the Contacts application.
The associated business now appears under the appropriate section on the left.
Associating a Person
Within the same deal card, look further down on the left to find Associated Person. Click this to expand it.
If there are currently no associated persons, it will appear as it does in the image above. To add a new person, click on the + icon on the right.
A menu will slide in from the right titled Add Person Association. All personal contacts you have on file in the Contacts application will appear in the dropdown menu. Select the appropriate person. Then, click Add at the bottom of the page. You can also click on Add Person to create a new contact from this menu.
Note - You currently cannot add new contacts from this menu. If you do not find the person you want, you must go create the contact within the Contacts application.
The associated person now appears under the appropriate section on the left.
Congratulations! You now know how to associate businesses and people with all of your new deals. However, there’s one more thing left to note.
Navigate back to the Deals application and locate the deal you modified in your pipeline. You will now see icons indicating the associations from here.