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jalderson
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Contacts for deals

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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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1 Soluciones aceptada
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Contacts for deals

resolver

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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1 Respuesta 1
Phil_Vallender
Solución
Miembro estimable | Partner nivel Diamond
Miembro estimable | Partner nivel Diamond

Contacts for deals

resolver

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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