> For the complete documentation index, see [llms.txt](https://www.wonderly.com/help/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.wonderly.com/help/sales-hub/crm-overview/deal-activity/add-a-contact-to-a-deal.md).

# Add a contact to a deal

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

{% hint style="info" %}
**When to use:** You're viewing a contact and want to start a new deal for them.
{% endhint %}

1. Go to **Sales** → **Contacts**.
2. Click the contact you want to associate with a deal.
3. Click **+ Add deal**.
4. Fill out the deal information in the **Create Deal** modal.
5. Click **Create**.

{% embed url="<https://app.supademo.com/demo/cmobpcbza07ces2tqsym2c8v9>" %}

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

{% hint style="info" %}
**When to use:** You already have a deal and want to link a contact to it.
{% endhint %}

1. Go to **Sales** → **Deals**.
2. Click the deal you want to add a contact to.
3. Click the **Contacts** tab.
4. Click **+ Add contact**.
5. Search for or select the contact you want to link.
6. 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.