The deal Relationships tab
The Relationships tab links the deal to everything around it.
Sections
Section titled “Sections”| Section | Links |
|---|---|
| Companies | Link a company… — for example a Customer. |
| Contacts | Add a contact… — the people on the deal. |
| Competitors | Add a competitor… — who else is bidding. |
| Related deals | Search deals to link… then Link — for example a renewal of an earlier deal. |
| Watchers | Add a watcher… — people who follow the deal without owning it. |
Each linked item has an ✕ to remove it. Companies, contacts, competitors and watchers are recorded here; the linked contacts also show on the deal’s Activities.
