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The Associated Contact Card: Overview

See every contact linked to a deal, photo, title, email, phone, and socials, without leaving the Deal profile.

Written by Amogh Balikai

Contact used to be just a field buried inside the deal's About section. Now every contact tied to the deal gets its own sub-card, with the details you'd otherwise have to open a separate profile to see.

What's on each contact sub-card

  • Photo

  • Name — links to the contact's own profile in a new tab.

  • Job Title

  • Email — shows only the primary address. Click it to open the Email pop-up with the contact already in To.

  • Phone — shows one number (Mobile, Office, Other, or Home, whichever is available first).

  • Social Profiles — LinkedIn icon and Degree of Connection label, both clickable.

Any field with no data is simply left off the sub-card, no blank space or placeholder.

Showing more contacts

By default the card shows up to 3 contacts. Past that, a Show all N contacts link expands the full list inline within the card.

Which fields you see

Which of these fields appear is configurable at the view level, the same way Contact Info is configured on the Candidate profile.

Things to know

  • Seeing this card requires Contact access, separate from the Deal access needed to view the profile itself.

  • Editing a contact's own details (name, title, email, etc.) happens on their profile, not from this card.

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