Add new contact to DEAL
Hi everyone, we have some doubts about how to add new contacts to DEAL once has been done.
To put it in context, we have a travel agency.
Once an opportunity has been won, I would like to bring all the travelers of the trip into the deal. I think the right way to do this is through Contact Role but I'm not sure.
So I have some questions:
1. Can I send to all the travellers a FORM so that when they fill it in with their details it is associated with that DEAL?
2. If I cannot do it through contact role, does anyone here suggest to do it another way?
Looking forward your help.
Thanks!
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