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Add primary client to a deal
Add primary client to a deal

How do I add a "primary client" to a deal?

Chuck Cutler avatar
Written by Chuck Cutler
Updated over 6 years ago

To add the primary client to a deal, click the "People" tab on the deal and click the "Relate a contact" button. ย 

To select an existing contact in your database, type a portion of their name then choose your contact from the picklist. ย 

After you have selected the contact, then select "Primary client" from the "Relationship" box. Note that it is the last entry on the list.
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Here's a quick article about this.

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