How to associate multiple contacts with a deal?

How to associate multiple contacts with a deal?

Each deal is associated to an account and each account can have multiple contacts associated to that account. Contacts that are associated to an account can also be associated to the deal. To add more than one contact to a deal, follow these steps:
  1. Click the Deals tab.
  2. In the Deals page, select the record you want to associate the contacts to.
  3. In the Deal Details page, under Contact Roles related list, click Add Contact Roles.

  4. In the Contact Roles Mapping page, all the contacts associated to the account are listed.
  5. Select the check box(es) of the contacts that you want to associate.
  6. Select the Contact Role from the drop-down list for the respective contacts.
  7. Click Save.
Note: If the Deal's account does not have any contact associated to it, then it will not be listed in the Contact Roles Mapping page.

    • Related Articles

    • Idle Deal Alert

      The Idle Deal Alert extension for Zoho CRM helps you identify deals that have been stuck in a particular pipeline stage for too long. This extension sends you an alert any time a deal is stuck in the pipeline for too long, allowing you to address a ...

    • Is it possible to associate a contact with multiple Accounts?

      It is not possible to associate a single contact with multiple Accounts. You can only associate an Account with multiple contacts.

    • Manage contacts

      You can import contacts from various sources such as excel sheets, CSV files and Google spreadsheets and manage them by maintaining the contacts under mailing lists. You can view the contact history to check the number of sent campaigns for a ...

    • Why am I not able to create or associate a project to a contact or deal?

      You can create or associate a project to a contact or deal only if it is associated to an account in Zoho CRM. Note: It is also necessary that the contact has a valid email address.

    • Manage Multiple Currencies

      The multi-currency support in Zoho CRM helps you to handle business transactions in the global marketplace easily. If you regularly deal with international clients and vendors, then Multi-Currency will facilitate international buying and selling. ...