❗️ 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
From Deals
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
From a contact details page
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
⏩ What's next?
🤔 Have a question?
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.