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 on Manage related contacts.
- Add related contacts in the Related contact field by:
- Selecting one or several contacts in the list, or
- 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 on Save.
Add related contacts to a new deal
From Deals
To add a related contact when creating a new deal from Deals:
- Go to CRM > Deals.
- Click on Create deal.
- Add related contacts in the Related contact field by:
- Selecting one or several contacts in the list, or
- 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 on Create.
From a contact details page
To add a related contact when creating a new deal from a contact details page:
- Go to Contacts.
- Click on the email address of the contact you want to add as a related contact.
- On their details page, click on 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, or
- 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 on Create.
⏩ What's next?
🤔 Have a question?
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