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:

  1. Open the Target or Integration.

  2. On the Tab bar, navigate to the Team link.
  3. Click on the Link button.  The Link Contacts window opens.
  4. Begin typing the Contacts name that you want to link.

  5. Select the name and assign the Access Role.

  6. Click the Link button in the lower right hand corner of the window.

  7. The User or Contact is displayed under their Functional Team.