How to Check if a Pipeline Deal Card is Attached to a Contact Record

Step 1

Locate the Contact you want to open within Contacts.

Step 2

Click on the "Contact Name" to open the Contact Record.

Step 3

Click the dropdown menu on the Pipeline" tile on the Contact Record's top right column.

Step 4

This will show you any Pipeline Deal Cards related to this Contact Record. The deal Card's name, the date and time it was created, and the Pipeline Stage will be displayed.

Step 5

Click the arrow to the right of the Pipeline Deal Card name to open the Pipeline Deal Card on a new review tab.

*Note: If you have more than one Pipeline Deal Card assigned, you may see a scroll bar on the right side of the Pipeline Deal Card list.