Multiple People Assigned to a Deal

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Cliff_J
Cliff_J Member Posts: 3
5 Up Votes Photogenic First Comment
edited June 2023 in Ideas and Product Feedback #1

Many times I have more than one Point of Contact for a Deal. I have created custom Fields to add a second person to a Deal, however, I also have to create them as a Contact/Person to have their information so I am adding their information twice.

Can we add a second Contact person to a Deal?

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  • dgnfly
    dgnfly Member Posts: 7
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    edited March 15 #2
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    Absolutely. There is a Participants Section where you can add more than one person to a deal. Have you spotted that?

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