Freshsales allows you to associate contacts of multiple companies in a single deal.
Say you create a deal with the Account Knight& co. This deal invloves collaboration of two contacts Zach from the same company and Kiera from Madison Inc. You need to,
- Click the deal quick add button.
- Add deal overlay appears.
- Add a Deal name and the other required information.
- Choose the Account name as Knight& co.
- Search for Zach and the contact from Knight& co. gets listed. You can add this to the contact. When you are searching, Freshsales provides the email and account details to let you choose the relevant contact.
- Repeat the same for Kiera.
- Click Save.