People and company on a deal

Each dealDeal A sales opportunity with a value, an owner and a stage in a pipeline. Deals are what the Deals board, the forecast and the sales reports count. has one customer (the contact) and can be linked to one company. Open the deal to see both in the Deal details.

#The customer

At the top of the deal you see the person card: the customer's photo, name and company, and their email, phone and location.

• Select the email address to write from the deal's Email tab (the email is added to the timeline). The copy button next to it copies the address.
• Select the phone number to call it, or the WhatsApp button to open the deal's WhatsApp tab.
• If the email or phone is missing, select + Add email or + Add phone.
• Select the photo to add or change it. On a new deal, save the deal first.
• Select Edit to change the email, phone, country, city and the other details, then Save. Cancel (or Esc) goes back without saving.

These are the details your team uses to write, call or send documents.

Open the contact itself in Contacts for their full history. See Contacts list and contact card.

#The company

In Company, start typing and pick an existing company. The deal then shows Linked to this company and Open company.

• When you create a deal, Dromix suggests a company from the email domain: Suggested from the email domain: … — use it
• If you type a name that does not exist yet: A new company “…” is created when you save.

See Companies.

#Your team on the deal

The owner and the observers are shown above the details. See Deal owner and observers.