How To Add Two Contacts To One Deal Pipedrive



Guide

  1. Navigate to the Deals tab in Pipedrive.

  2. Click on the deal you wish to add another contact to.

  3. This will open a detailed view of the deal. Locate the Participants section on the left area on this page.

  4. Click on the + icon to add a new participant to the deal. Note that Pipedrive does not allow you to add more than one primary contact. Instead, you can add multiple participants to any deal.

  5. Enter the name of a new contact or an already existing contact.

  6. If the person does not exist, you will be prompted to add it as a new person. Simply click on the appropriate option.

  7. You can further edit and add more information about your contact as you wish. Once done, simply close the window.

  8. You now have multiple contacts associated with your deal.

🚀

Create your first interactive demo in minutes

No credit card required • Start building today

Start free

    This website uses cookies to enhance the user experience.

    AcceptDecline