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Freshworks CRM allows you to associate contacts of multiple companies to a single deal.

 

Let us assume that you create a deal with the Account Acme & co. This deal involves the collaboration of two contacts Gary from the same company and Melvin from a partner company, Madison Inc. In this case, you can associate both the contacts with the deal. Here’s how:

  1. Click the + button and choose Deal. The ‘ADD DEAL overlay appears.

  2. Fill in the Deal name, value, and other required fields.

  3. Click the ‘Account Name’ dropdown and choose the account to which you want to associate the deal. In this case, that would be Acme.

  4. Scroll down to the Related Contacts field and search for Gary and click the contact to associate with the account.

  5. Similarly, search for the other contact from the search box and click the contact. In this case, that would be Melvin.  

  6. Click Save. Both the contacts would be associated with the deal.