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.

1. Open the Deal Card:

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

2. 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.

3. 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.

4. 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.

5. 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.

6. Confirmation:

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

If you have any questions about managing deal contacts or need further assistance, please don't hesitate to reach out to our support team. We're here to help you via in-platform chat or at support@dealroom.net.

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Updated on: 29/06/2025