FAQs on Record Management | Online Help - Bigin by Zoho CRM

Can I associate multiple contacts to a deal?

Yes, you can associate multiple contacts to a deal through the Secondary Contacts field.
 
To associate multiple contacts
  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.


 
This deal can be found in the secondary contacts' detail page under the Deals' related list as Secondary Deals.



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