How To Add Two Contacts To One Deal Pipedrive
Here is how to add multiple contacts to one deal in Pipedrive:
- Navigate to the Deals tab in Pipedrive.
- Click on the deal you wish to add another contact to.
- This will open a detailed view of the deal. Locate the Participants section on the left area on this page.
- Click on the + icon to add a new participant to the deal. Note that Pipedrive does not allow you to add more than one primary contact. Instead, you can add multiple participants to any deal.
- Enter the name of a new contact or an already existing contact.
- If the person does not exist, you will be prompted to add it as a new person. Simply click on the appropriate option.
- You can further edit and add more information about your contact as you wish. Once done, simply close the window.
- You now have multiple contacts associated with your deal.
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