Change deal contact

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1

Is there any way to change a deal contact?

I need to move 5 deals to a other contact:-)

Michael

2

Hey Michael - @miciver!

Simply go to the deal you want to edit, and click the name & email. You have to click into both the name and email address fields, and you cannot highlight, but simply type in the new contact that you want to reassign the deal to.

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3

Thanks…So easy:-)

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4

My pleasure @miciver! How are you liking the CRM?

5

I like it…
I would like a better overview over my task / overdue task on the dashboard:-)

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6

Hey @miciver - we would really appreciate this feedback in our forum here - http://feedback.activecampaign.com/forums/238014-feedback-ideas/category/90580-deals-crm

I’ve selected the CRM sub-category for you, and I see there are a few posts in there that touch on your desired ask, but feel free to post a dedicated one detailing what you would like to see on your dash.

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7

Is it also possible to re-assign a deal to an excisting contact?

8

Hey @NicoOud!

Did you mean if the deal is lost? Or, did you mean another use case?

9

I mean an ‘open’ deal.

Oh… and I’m trying to ditch my CRM and use AC as my main CRM. Do you know if will be possible to add multiple contacts to a deal?

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Right now a deal operates on a one-to-one ratio. So, one contact per deal. You can add other contacts to the notes section of a deal, but if you want to utilize automations etc. it will have to be with that one contact.

FYI - we’ll be releasing a much more robust CRM in Q1 of 2016, so look for this functionality. It will revolve around an organization instead of just a single contact record.

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