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  • Help Center Home page
    • Understand Wonderly
    • Wonderly features explained
    • Wonderly's navigation
    • Your first week with Wonderly
    • Marketing checklist: what to do before going live
    • Workspace and team setup
    • My business information
    • Website overview
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    • Ads manager overview
    • CRM overview
      • Deals & pipeline
      • Contacts & companies
      • Deal activity
        • Add a contact to a deal
        • Add a meeting to a deal
        • Write an email from a deal
        • Add documents and attachments to a deal
    • Sales automation overview
    • AI Notetaker overview
    • Quotes and e-signatures overview
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    • Tasks overview
    • Client portal overview
    • Document overview
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    • Project reporting overview
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    • Inbox overview
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    • AI Agenda overview
    • Manage meetings/events
    • Plans and pricing
    • Manage your subscription
    • Contact Support
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  1. sales hubchevron-right
  2. CRM overview

Deal activity

Add a contact to a dealchevron-rightAdd a meeting to a dealchevron-rightWrite an email from a dealchevron-rightAdd documents and attachments to a dealchevron-right
PreviousCreate and update a companychevron-leftNextAdd a contact to a dealchevron-right

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