• Live group demo of Marketing Hub + Data Agent

    Standardize reporting, reduce manual work, and introduce AI without cleanup

    Join us on March 12
  • Ready to build your local HubSpot community?

    HUG leaders host events, spark connections, and create spaces where people learn and grow together.

    Become a HUG Leader

Contacts for deals

jalderson
Member

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.

0 Upvotes
1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member

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

View solution in original post

0 Upvotes
1 Reply 1
Phil_Vallender
Solution
Most Valuable Member

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