Adding Contacts to a Deal

[khelm]

Hi, since the new roll out of Hubspot, I cannot find out how to add a contact to a deal?  I used to be able to just click Add to Deal while I was in the contact but now I don't see the options.  I also can't see the contacts associated with a Deal when I go to the Deal itself?

[user999]

I also want to add who the main economic buyer and champion is for each deal. This may be 2 deals with the same group of people but different roles. How do I add roles to a deal?

[jennysowyrda · Accepted solution]

Hi @khelm,

You can associate a contact with a deal on the right hand side of the deal record. The top box should be in regards to contacts. 

Thank you,
Jenny

[RHudson]

Thank you Jenny,

Is there a way to automate appending a contact email to a deal card if the Company is already connected to the deal card through a workflow?

[NFoster]

Thanks - once you have done this how do you pull through associated activity from that contact? It isn't pulling through for me

[PamCotton]

Hello @NFoster, this knowledge base here explains more about how you can associate activity with records .

I hope this information helps.

Kindly,

Pam

[ExpertOpinion]

Yes, thank you!  I never say the arrows to expand the right-hand section of the deal record.