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Deal Contacts & Notes

Deal Contacts let you map the buying committee on each deal - assign roles to contacts so your team knows who the champion is, who makes the final decision, and who might block the deal.

Adding Contacts to a Deal

  1. Open a deal from the Deals board or list view
  2. Click the Contacts tab
  3. Click Add Contact
  4. Search for an existing contact or create a new one
  5. Assign a buying role (see below)
  6. Click Save

Buying Roles

Each contact on a deal can be assigned one role:

RoleDescriptionWhy It Matters
ChampionInternal advocate pushing for your solutionYour primary ally - keep them armed with ammunition
Decision MakerHas final budget and sign-off authorityMust be engaged before proposal stage
InfluencerShapes the decision without final authorityCan accelerate or slow the process
BlockerActively resists or creates obstaclesIdentify early and build a strategy to address concerns
CoachProvides insider information and guidanceValuable source of intel on the buying process
End UserWill use the product day-to-dayTheir input drives adoption and renewal

Managing Deal Contacts

Changing a Role

Click the role badge next to any contact to update their role. Role changes are logged in deal activity.

Removing a Contact

Click the remove icon next to a contact to unlink them from the deal. This does not delete the contact - it only removes the deal association.

Deal Notes

Add internal notes to deals for team collaboration.

Creating a Note

  1. Open a deal and go to the Notes tab
  2. Type your note in the text field
  3. Use @ to mention team members (they receive a notification)
  4. Click Save

@Mentions

Type @ followed by a team member’s name to mention them. Mentioned users receive a notification so they can review the note.

Editing and Deleting

  • Click any note to edit it
  • Click the delete icon to remove a note