CRM

khelm
Member

Adding Contacts to a Deal

SOLVE

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?

0 Upvotes
1 Accepted solution
jennysowyrda
Solution
Community Manager
Community Manager

Adding Contacts to a Deal

SOLVE

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. 

 

Screen Shot 2019-03-14 at 4.08.22 PM.png

 

Thank you,
Jenny

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6 Replies 6
user999
Participant

Adding Contacts to a Deal

SOLVE

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?

0 Upvotes
jennysowyrda
Solution
Community Manager
Community Manager

Adding Contacts to a Deal

SOLVE

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. 

 

Screen Shot 2019-03-14 at 4.08.22 PM.png

 

Thank you,
Jenny

0 Upvotes
RHudson
Participant

Adding Contacts to a Deal

SOLVE

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?

0 Upvotes
NFoster
Member

Adding Contacts to a Deal

SOLVE

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

0 Upvotes
PamCotton
Community Manager
Community Manager

Adding Contacts to a Deal

SOLVE

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

 

I hope this information helps.

 

Kindly,

Pam

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ExpertOpinion
Member

Adding Contacts to a Deal

SOLVE

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

0 Upvotes