How to add two contacts to one deal in Pipedrive
Here is how to add two contacts to one deal in pipedrive
- First, click on "Leads" in the top navigation menu
- Then click on the deal you wish to add another contact
- This will open a detailed view of the deal. Locate the Participants section on the left area of this page
- Click on the "+ Person" button
- Add the contact name to the field "Link a person"
- Click on "Add as new contact" and Link in a person
- Then click on the "Save" button at the bottom of the page
- Notice the success notification showing the new contact created
- You can edit the contact information if wanted
Why should you add two contacts to one deal in Pipedrive
Pipedrive is a dynamic CRM tool designed to streamline your sales processes and help close deals effortlessly.
In Pipedrive, associating two contacts with a single deal is a powerful feature that enhances collaborative opportunities. This functionality allows for the inclusion of primary and secondary stakeholders, ensuring comprehensive communication and decision-making processes.
Utilizing multiple contacts for a deal improves relationship management and offers a more holistic view of the client landscape, boosting efficiency and success in securing sales.
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