Contacts for deals

[jalderson]

Hi does anyone know if you can easily change a deal from one contact to another? or do you have to delete the deal and then create a new deal for the other contact.

We enter lots of properties on the deal so changing it to another contact is quite cumbersome just wondering if i am missing something.

[Phil_Vallender]

Hi @jalderson

You can easily remove and add contacts to deals from the deal view using the contacts section:

You will not loose any information associated with the deal when doing this.

Hope this helps.