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How to Link contact to a deal
How Do I Link a User or a Contact to a Deal?
To link a User or a Contact to a Target or Integration, the user must add them to the Team by using the Link feature. To do this:
- Open the Target or Integration.
- On the Tab bar, navigate to the Team link.
- Click on the Link button. The Link Contacts window opens.
- Begin typing the Contacts name that you want to link.
- Select the name and assign the Access Role.
- Click the Link button in the lower right hand corner of the window.
- The User or Contact is displayed under their Functional Team.
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