How to Add Multiple Contacts to a Deal in Zoho CRM

Can I Add Multiple Contacts to a Deal in Zoho CRM?

Yes. When you open a Deal, you will find a section called Contact Roles that is specifically designed to let you associate more than one Contact with it, each with their own role in the deal.

Note: Depending on the age of your account, this module may be labelled Potentials, Deals, or Opportunities. These are interchangeable names for the same module, so the steps below apply whichever label you see. See Potentials, Deals, or Opportunities: What's the Difference in Zoho CRM? for more on this.

Adding contacts already linked to the Account

Click Add Contact Roles within the Contact Roles section to bring in individuals who already belong to the Deal's Account, and to specify what role each of them plays in the deal, such as decision maker or influencer.

Note: The available role labels are configurable, so you may want to review and adjust them so they reflect the roles that are actually meaningful within your own sales process.

Adding contacts from outside the Account

If the person you need to add is not already linked to the Account, click More Contacts instead. This lets you add an existing Contact from elsewhere in your CRM, or create a brand new Contact record on the spot. This is useful for people who influence the deal without being employed by the Account itself, such as an external consultant.

Need help? 1 Cloud Consultants can help you configure Contact Roles, tailor them to your sales process, and make sure the right people are linked to every Deal. Book a discovery call with 1 Cloud Consultants.