We heard you. You can now associate multiple contacts to a deal!

We heard you. You can now associate multiple contacts to a deal!

A deal often involves multiple decision makers.

Let's assume Zylker furniture is using Bigin to manage their sales pipeline. They are approached by a firm that wants to purchase some furniture. However, employees at different departments in the firm must approve the purchase. The admins at the firm need to evaluate the quality of the furniture, whereas the admin manager will approve the quotation shared by Zylker furniture. And, finally the Finance department will raise the purchase order and process the payment.

At each stage of the deal we have different parties involved. So Zylker furniture needs to associate all these stake holders to the deal in order to keep all the relevant information related to the deal accessible from one place. 

To capture such additional contacts we have now introduced the Secondary Contacts field in the Deals module.

To add more contacts to a deal
  1. Go to the Deals module.
  2. Click +Deal icon.
  3. In the Create Deal page, enter the relevant details.
  4. To associate more contacts, click on the + icon next to the Contact Name field. Now the Secondary Contacts field will appear where you can add additional contacts related to this deal.

  5. Click Save.
The associated contacts will be available under the Secondary contacts section in the deal's details page.



Also when you open the secondary contacts' detail page, you will find this deal under the 'Deals' related list as 'Secondary Deals'. 






    • Sticky Posts

    • Introducing Bigin Premier: Multi-currency, Advanced Workflows and more!

      Hello everyone, We are thrilled to announce an all-new edition of Bigin which packs several new features like Multi-currency, Advanced workflows, Custom lookup fields and more - Premier edition. Here is a comprehensive video on what you should know. ​
    • Ask the Experts #1: 5-hour knowledge exchange marathon on Bigin

      Hello, Bigin Community! We are excited to welcome you all to our first ever "Ask the Experts" session for Bigin. Ask the experts (ATE) sessions allow users to interact with our Product Management and Development team - the actual brains behind the product.
    • Introducing APIs for Bigin

      Dear customers,   I hope you all are doing good. It's been quite a journey since we launched Bigin publicly, and we are pleased to see all your responses so far. Today, we are excited to launch our APIs, making Bigin even more extensible. With the launch

    Zoho Pagesense Resources

        Zoho SalesIQ Resources



              Zoho TeamInbox Resources

                Zoho DataPrep Resources


                    Zoho CRM Plus Resources

                      Zoho Books Resources


                        Zoho Subscriptions Resources

                          Zoho Desk Resources

                            Zoho Projects Resources


                              Zoho Sprints Resources


                                Qntrl Resources


                                  Zoho Creator Resources


                                    Zoho WorkDrive Resources




                                        Zoho Campaigns Resources

                                          Zoho CRM Resources

                                                      Design. Discuss. Deliver.

                                                      Create visually engaging stories with Zoho Show.

                                                      Get Started Now