📄️ Contact detail view
Much like the deal detail view, your contact detail view conveniently contains all the data relevant to your person or organization in one place.
📄️ Contacts-> persons and organizations
Contacts are the persons or organizations you’re selling to (using Fintesk), and they’re involved in all of your deals.
📄️ How can I add related persons or organizations to a deal?
By default, deals can only have one linked person or organization. However, if you want to associate additional contacts with a deal you can do so using custom fields.
📄️ Linking persons and organizations
Linking an organization to a person