How to Add a Pipeline Deal Card Three Ways

A fun and exciting difference between tracking a Contact Record and a Pipeline Deal Card is that the latter lets you attach multiple Contact Records and choose a Primary Contact for the Pipeline Deal Card—how cool is that? 🎉

There are three fun methods for creating a Pipeline Deal Card. These methods are found in the Pipeline, Contacts, and Contact Record sections. Below, we've got a description for each method! 🚀

How to Add a New Pipeline Deal within a Pipeline How to Add a New Deal to a Contact in Contacts How to Add a New Pipeline Deal to a Contact Record How to Use the Wavv Dialer on a Pipeline Deal