Deal Contacts

Track who you're working with on each deal.

Overview

Every deal can have associated contacts — the people you're actively engaging with to close the deal. Deal contacts are pulled from the account's contact list and show relationship intelligence badges (Champion, Decision Maker, Gatekeeper, Detractor).

Adding Contacts to a Deal

On the deal detail page, the Deal Contacts section lets you add contacts from the account. Click Add Contact, select a contact, optionally assign a deal-specific role (e.g. "Technical Evaluator"), and save.

Contact Badges

• Champion (amber star) — your internal advocate
• Decision Maker (indigo shield) — has authority to sign
• Gatekeeper (blue) — controls access to decision makers
• Detractor (red warning) — may block the deal

Quick Actions

Each deal contact has an Email button to open the compose modal (sends via your connected Gmail/Outlook) and a Call link for phone contacts. All sent emails are logged as touchpoints.

Auto-Linking from Prospecting

When you convert a prospect to a deal from the Prospecting page, the prospect's contacts are automatically linked as deal contacts.