Manage who's tied to a deal directly from the Associated Contact Card, no need to jump to the contact's own profile.
Adding an existing contact
Click + Add Contact in the card header.
Search the contact list in the pop-up. Each result shows Profile Image, Name, Company, and Job Title.
Select a contact to link them to the deal. Only one contact can be added at a time.
Creating a new contact from the deal
If your search comes up empty, a Create new contact option appears using your typed search text as the name. Company is auto-set to the deal's company, and you'll be asked to enter a Job Title before the contact is created and linked.
Removing a contact from a deal
Open the three-dot menu on the contact's sub-card.
Select Remove.
This only removes the association with this deal, the contact record itself isn't deleted and stays intact everywhere else.
Practical example
You add a hiring manager who works at a different company than the one on your deal. A pop-up appears asking if you want to add the deal's company to their profile too, you can accept or dismiss it, and dismissing doesn't stop the contact from being added.
Things to know
+ Add Contact and Remove both require edit permission on the deal.
A newly created contact never triggers the company-mismatch nudge, its company is always set to match the deal.
If there are zero contacts, you'll see "No contacts added yet" with the Add Contact button, only visible if you have edit permission.