❗️ Important
Please note that the Deals feature is still in beta. We can activate it on demand for your account.

In this article, we will explain how to associate multiple contacts to a single deal in Sendinblue CRM by adding them as related contacts.

Add related contacts to an existing deal

To add a related contact to an existing deal in your CRM:

Go to CRM > Deals
Select the deal you want to add a related contact to
Click Manage related contacts
Add related contacts in the Related contact field by:
- Selecting one or several contacts in the list
- Entering a keyword such as their first name, last name, or email address
Select if you want to add the timeline activity of the related contacts to the deal history
Click Save

Add related contacts to a new deal

To add a related contact when creating a new deal from Deals:

Go to CRM > Deals
Click Create deal
Add related contacts in the Related contact field by:
- Selecting one or several contacts in the list
- Entering a keyword such as their first name, last name, or email address
Select if you want to add the timeline activity of the related contacts to the deal history
Click Create

To add a related contact when creating a new deal from a contact details page:

Go to CRM > CRM Contacts
Click the email address of the contact you want to add as a related contact
On their details page, click New Deal
The contact will automatically be added in the Related contact field
If necessary, add more related contacts in the Related contact field by:
- Selecting one or several other contacts in the list
- Entering a keyword such as their first name, last name, or email address
Select if you want to add the timeline activity of the related contacts to the deal history
Click Create

If you have a question, feel free to contact our support team by creating a ticket from your account. If you don't have an account yet, you can contact us here.