PipelineDeals Help Center
Associate People to Deals
There are two methods to associate a person with a deal from a person’s profile page. First, you can add a new deal by clicking on the Add Deal button (1). This link will open up a new page to create a new deal.
The second way to associate a person with a deal is to select Actions > Associate to Deal (2). This link will open up a field to search for existing deals in your PipelineDeals account and will show you deals currently associated with the person. To associate with an existing deal, search for the deal and select Done.