Editing How to move a deal to a contact (section)

=== Step-by-Step Instructions ===

Follow these steps to move a deal to a different contact:

# Click on '''Deals''' in the main navigation menu to navigate to the Deals page.
# Use the search field to locate the deal you wish to update. You can search using the name of the deal, the email address of the contact associated with the deal, the phone number, or the account name.
# Click on the deal name to open the deal details page. The deal profile will appear, allowing you to edit different fields separately or in bulk under the '''General Details''' section.
# Click the dropdown menu next to the '''Primary Contact''' field. '''Note:''' The person you want to designate as the '''Primary Contact''' must first be added to the deal. To add a contact to a deal, click on the '''Add a Contact''' option located in the '''Contacts''' widget on the right pane.
# From the list of contacts, click on the name of the individual you wish to make the new '''Primary Contact''' for the deal.
# After selecting the new primary contact, click the '''Save''' button to finalize the changes.