Once a Deal is created it is possible to link or connect it to an existing Contact within FreeAgent CRM. This is especially useful when that Contact (or Contacts) is your point of contact for the ongoing Deal.
Add a Contact to a Deal
Go to the Deals tab and then select the Deal for which you wish to connect a Contact.
On the Deal detail page, click 'Things You Can Do' for the available options to connect Contacts to a Deal: Manage Contacts (1) and Add Contact (2)
If you click 'Add Contact' (2) the create Contact window will appear and there you can add the information for your Contact.
In case you have previously created the Contact, then click on 'Manage Contacts' (1). This will take you to the window where you can search from within the Contacts that exist for that Account. Here you also have the option to 'Create a New Contact'.
Search the Contact that is part of the Deal and click on the name to add the Contact. You can add multiple Contacts to each Deal.
Once you are done adding Contacts, just close the window. All the Contacts you have selected will now appear under the Contacts segment of your Deal. To view them click on the drop-down box (1) and select 'Contacts' from the available options.
This will show you the list of Contacts that are associated with that particular Deal.
For additional information on how to create a Deal or a Contact, please visit the following tutorials: