Adding a Contact to a Deal Card

This guide outlines the steps to associate contacts to specific deals within the platform. You can either create new contact entries or link existing contacts to a deal, ensuring accurate tracking of key stakeholders and facilitating effective deal management.

Note: Adding a contact does not give the user access to DealRoom. This is just creating a contact for internal reference.

Open the Deal Card:

Click on the deal card you wish to add a contact to. This will open the deal's detailed view.



Locate the Contacts Section:

Within the deal's detailed view, find the section for managing contacts. This is labeled "Contacts," found at the top right corner of the page.



Initiate Contact Addition:

Click the "Add contact to deal" button to begin the contact addition process.



You will then have the option to either add a new contact or select from existing contacts.



Add a New Contact:

If adding a new contact, a form will appear for entering contact information.

Enter the following details:

Email: Enter the contact's email address (required).

First name: Enter the contact's first name (required).

Last name: Enter the contact's last name (required).

Company: Enter the contact's company (optional).

Role: Enter the contact's role or title (optional).

Phone: Enter the contact's phone number (optional).



Save the new contact:

Review the entered information.

Click the " Create contact and add to deal" button.

Add an Existing Contact:

If adding an existing contact, you will see a list of available contacts.

Select contact(s):

Check the box next to each contact you want to add to the deal.



Add selected contact(s):

Click the " Add selected (Number)" button to add the chosen contacts to the deal.

Confirmation:

The added contact(s) will now be associated with the deal and displayed in the " Contacts" section of the deal's details.

Updated on: 13/03/2025