How to move a deal to a contact

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How to move a deal to a contact

Moving a deal to a different primary contact is an essential part of managing your sales process in ActiveCampaign. Every deal you create will have a primary contact assigned to it, representing the main individual you communicate with throughout the course of the opportunity in your pipeline. This feature allows you to change the primary contact on an existing deal whenever necessary. Understanding how to navigate and utilize this feature can help streamline your sales management process.

How to Access this Feature

To access the feature of moving a deal to a contact, you will first need to log in to your ActiveCampaign account. Once you are logged in, the following steps outline how to navigate to the deals page where you can manage your deals effectively.

Step-by-Step Instructions

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

1. Click on Deals in the main navigation menu to navigate to the Deals page.
2. 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.
3. 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.
4. 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.
5. From the list of contacts, click on the name of the individual you wish to make the new Primary Contact for the deal.
6. After selecting the new primary contact, click the Save button to finalize the changes.

Configuration Options and Settings

While managing deals and contacts, consider the following configuration options you may encounter:

• Primary Contact: This field indicates the main individual tied to the deal.
• Add a Contact: This option allows you to include additional contacts to each deal, enabling better communication.

Best Practices and Tips

To optimize your experience when moving a deal to a different contact, follow these best practices:

• Always ensure that the new primary contact is already added to the deal before making the switch.
• Regularly review the primary contacts on your deals to ensure that you are communicating with the right individuals.
• Utilize the search functionality efficiently to quickly locate the relevant deal and contact.
• Keep your contact information updated to avoid any confusion or miscommunication.

Common Use Cases with Examples

Here are some common scenarios where moving a deal to a different contact would be beneficial:

• **Change of Responsibility**: If a deal was initially assigned to one sales rep but is now being handled by another, you might need to update the primary contact.
• **Changes in Client Organization**: Sometimes, within client organizations, the primary contact may change due to employee turnover. It’s critical to update the primary contact to ensure continuous communication.
• **Multiple Contacts for a Deal**: In cases where multiple individuals have a stake in the deal, switching the primary contact can help in managing which person is currently responsible for decision-making.

Troubleshooting Section

If you encounter issues while moving a deal to a contact, consider the following troubleshooting steps:

• Ensure that the person you want to assign as the Primary Contact is already added to the deal; otherwise, the option will not appear.
• If the Save button is greyed out, check for any required fields that may not be filled out on the deal details page.
• If you cannot find the deal you are looking for, double-check the search terms you used to ensure accuracy.

FAQ

Here are some frequently asked questions about moving a deal to a contact:

1. Can I change the primary contact on a deal multiple times?

Yes, you can update the primary contact on a deal at any time.

1. What happens to the previous primary contact once I change it?

The previous primary contact remains in the deal but is no longer the main point of contact. You can always access their information.

1. Is there a limit to the number of contacts I can associate with a single deal?

There is no specified limit to the number of contacts you can add to a deal. However, ensure that the relevant individuals are pertinent to the transaction.

1. Will my changes be saved automatically?

No, you must click the Save button after making any changes to ensure that they are applied.

1. Can I revert to a previous primary contact?

Yes, you can switch back to a previously set primary contact at any time by following the same process.

For additional information and details, please refer to the ActiveCampaign documentation or consult the respective support resources.

By following the above instructions, you can successfully manage your deals by moving them to the appropriate contacts, ensuring efficient communication and workflow in your sales pipeline. ```