Linking Deals to Contacts: Overview of Methods

Using the group of methods crm.deal.contact.*, you can establish or remove the connection between contacts and a deal. Use the methods crm.deal.contact.* for working with a single contact, and the methods crm.deal.contact.items.* for managing a group of contacts.

Quick navigation: all methods

Benefits of Linking Deals to ContactsBenefits of Linking Deals to Contacts

1. The deal detail form displays information about related contacts: name, phone number, e-mail, and position.
2. You can call or send an e-mail directly from the deal detail form without navigating to the contact detail form.
3. Communication with the client: e-mails, calls, and chats from open lines will be stored in both the contact detail form and the deal detail form. Communications are not attached to closed deals.
4. CoPilot in CRM processes client calls from the deal detail form: it transcribes recordings, summarizes conversations, and fills in fields in the CRM activity.
5. When generating documents from a template, you can use symbolic codes that automatically insert data from related contacts into the document.

Overview of MethodsOverview of Methods

Scope: crm

Who can execute the methods: depending on the method

Method	Description
crm.deal.contact.add	Adds a contact to a deal
crm.deal.contact.items.set	Adds multiple contacts to a deal
crm.deal.contact.fields	Returns the fields for the deal-contact link
crm.deal.contact.items.get	Retrieves a set of contacts linked to a deal
crm.deal.contact.delete	Removes a contact from the specified deal
crm.deal.contact.items.delete	Deletes a set of contacts linked to the specified deal