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How do associate a deal to a contact?

April 26, 2017Associate contact deal

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How do associate a deal to a contact?

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• Search for your contact. • Click on the Full Profile link from the contact’s business card that is displayed in the search results. • Add a deal from the Deals menu on the left. • Click Save. Once an association is made to a deal, the contact will show up on the deals page in the People area. You can also do the association right from the deals page.