CRM

jalderson
Member

Contacts for deals

SOLVE

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.

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Contacts for deals

SOLVE

Hi @jalderson

 

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

 

Add contact.png

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

 

Hope this helps.

 

Phil Vallender | HubSpot Website Agency

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Contacts for deals

SOLVE

Hi @jalderson

 

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

 

Add contact.png

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

 

Hope this helps.

 

Phil Vallender | HubSpot Website Agency
0 Upvotes