Add a contact to a deal
Two ways to link a contact to a deal in your pipeline.
Connecting contacts to deals keeps your communication, meetings, and activity tied to the right opportunity. Wonderly gives you two ways to do this: create a new deal from a contact record, or link a contact to an existing deal.
New contacts added to a company will also automatically appear under the Contacts tab on existing deals for that company.
Method 1: Create a new deal from a contact
When to use: You're viewing a contact and want to start a new deal for them.
Go to Sales → Contacts.
Click the contact you want to associate with a deal.
Click + Add deal.
Fill out the deal information in the Create Deal modal.
Click Create.
The deal is created and linked to the contact. It appears in your pipeline and on the contact's record.
Method 2: Add a contact from the deal
When to use: You already have a deal and want to link a contact to it.
Go to Sales → Deals.
Click the deal you want to add a contact to.
Click the Contacts tab.
Click + Add contact.
Search for or select the contact you want to link.
Confirm your selection.
The result is the same — the contact is linked to the deal and appears on the deal's Contacts tab.
FAQ
Can I move a deal backward to a previous stage? Yes. You can move a deal to any stage in your pipeline, forward or backward, using either method.
Will changing the stage affect my tasks or meetings? No. Moving a deal to a different stage does not remove or change any tasks, meetings, or other activity tied to the deal.
Does changing the stage notify my team? (Answer pending — we're confirming this and will update.)
How do I switch to Board view? The Deals page supports both Board view and List view. If you're seeing a list instead of the drag-and-drop board, look for the view toggle at the top of the page and switch to Board view.
How do I check which stage a deal is in? Open the deal from Sales → Deals. The current stage is highlighted in the stage outline at the top of the Overview tab.
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