CRM

jalderson
Membro

Contacts for deals

resolver

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 Avaliação positiva
1 Solução aceita
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

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

Exibir solução no post original

0 Avaliação positiva
1 Resposta 1
Phil_Vallender
Solução
Participante de valor | Parceiro Diamante
Participante de valor | Parceiro Diamante

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
0 Avaliação positiva