Link multiple contacts to a Deal
Sometimes you have multiple points of contact for each deal. That's why you can link several CRM contacts to one deal.
Contacts can be linked/unlinked to/from a deal from:
- the Contact Page,
- Organization View,
- or Pipeline Page.
In this article:
| Link a contact to a Deal | Unlink a contact from a Deal |
Linking multiple contacts to a Deal
Jump up to Article's Overview ⮝💡 Link contacts on the Contact Page or Pipeline.
💡 Link up to 50 contacts to a deal.
💡 The 10 most recently linked contacts are displayed by default. Click Show more to see all.
💡 Linking contacts is not logged in the Timeline, Activities, or Deal history.
💡 Link contacts to a deal after it has been created.
Unlink a contact from a Deal
Jump up to Article's Overview ⮝
