I can't add a contact to a deal

aambak
Member

I can't seem to add contacts to deals. In my account, I have 5-6 contacts that I have manually put it. I also created 5-6 deals in the CRM. Now when I go into the CRM to edit the deal and add one of the contacts, it prompts me to begin typing the contact but for whatever reason none of the contacts that I have already created are coming up. This seems like a massive oversight if I can't seem to link deals and contacts that were separately created...

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jennysowyrda
Community Manager

Hi @aambak,

 

You can associate contacts to deals. If you are still experiencing this issue can you please send along screenshots of what you are seeing? 

 

You will need to search for the contact's name when associating the contact to the deal.

 

Thank you,
Jenny


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