Link Contacts and Team Members to a Deal
Link a contact to a deal
Section titled “Link a contact to a deal”Open the deal and find Contacts. Select Link a contact when none is linked, or Link another when the deal already has contacts. Search for the contact and select it to link the record.
The deal does not add the same contact twice. To remove a link, use the contact’s remove action on the deal record. Removing the link does not delete the contact.
Add team members and splits
Section titled “Add team members and splits”The deal editor includes a Team field for the team members on the deal. Use that field to add or remove people. The deal’s team-and-splits area is where you can review and adjust commission splits when your organization uses them.
Contacts and team members are different record types: a linked contact is a CRM record; a team member is part of your organization. Keep those roles separate when setting up work and ownership.