Managing Contacts for a Deal Registration

You can add, delete, or review contact information associated with the deal registration. If your system is integrated with Salesforce, this field can auto-populate.

1. Navigate to the Deals page. 
2. Find the deal you want to edit, and click on it to open it.
3. In the Contacts area, do one of the following:

   • Add a contact - click Add Contact. The Add Contacts window opens, listing all the contacts you have available. Search for a contact and click Add to link them to the deal. 

     You can also create a new contact here - click Create New and complete the requested information. Click Save to complete the action.

      

   • Review a contact's information - Click the name of the contact to view their details, including lead information and contact score.
   • Update a contact - Click the edit icon to access the contact's details.
   • Delete a contact - Click the X next the contact you want to delete.