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 CRM contacts to a Deal |
| Unlink a contact from a Deal |
Linking multiple contacts to a Deal
On the Contact Page or Pipeline Page, you can also click on Link contacts.
To see linked contacts on the Contact or Organization View page, click on Show full deal.
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.
Unlink a contact from a Deal
Jump up to Article's Overview ⮝While viewing the deal → click on the Unlink icon.
If you unlink a contact from a deal by mistake, you can undo that action by clicking on Undo in the yellow message on the same screen.
To unlink contacts from the Contact or Organization View page → click on Show full deal.
