Linking multiple contacts to a deal
Deal management in OnePageCRM was never easier. Linking multiple contacts to a single deal was designed to give you more flexibility and insight into your business relationships. You can streamline your deal management process in OnePageCRM and effectively track your engagement with key stakeholders in each deal, making sure that no opportunity slips through the cracks.
| In this article: | |
| Link contact to a deal - Pipeline | Link contact to a deal - Contact View |
| Unlink contact from a deal |
Link contact to a deal - Pipeline
Link contact to a deal - Contact View
Unlink contact from a deal
To unlink contact from a deal either in the Pipeline or Contact View → Click on the Unlink icon.
You can also unlink a contact from a deal in that particular Contact's View by clicking on the Unlink icon.
If you unlinked contact from a deal by mistake, you can undo that action by clicking on Undo in the yellow message on the same screen.
Notes:
- A maximum of 50 contacts can be linked to a deal.
- If there are multiple contacts linked to a deal, only the 10 most recently linked are displayed by default. To display all of them click on the Show more link.
- Contact's linking and unlinking activities are not logged in the Timeline, Activities, or Deal history.
- Contacts can be linked to a deal once the deal is created. It's not possible to link contacts in the Deal Edit mode.