Create a new Deal from a Contact Record.
Streamline user workflows by creating new deals/portfolios straight from the CRM, creating an association between the deal and the contact.
💡Things to Consider
When adding a deal from the contact record, the association between the deal and contact is made via the contacts tab/contacts panel.
It is not currently possible to associate the contact to the deal via a "Related To" field.
⚙️Steps
- Navigate to any contact record.
- Select the + icon in the "Deals" panel.
- Use the dropdown to select a View that the new deal should be added to.
- Select Next.
- Enter the deal details.
- Select Save, then make a selection from the dropdown to create a single deal or create a portfolio of child deals.
Single Deal - This will create one deal. If multiple assets were included, they will be added as "properties"
Portfolio - This will create a single parent deal with child deal(s). Only use this if multiple assets are included and should be considered their own "deals" in the workspace.
- The associated contact can be seen on the deal in the contact tab or contact panel within the deal.
