4 docs tagged with "Contacts"

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 are the persons or organizations you’re selling to (using Fintesk), and they’re involved in all of your deals.

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 an organization to a person