What's New
CRM • feat crm-sales

List, add, remove and set a deal's primary contact from its side panel

SH @shariquerik · #3242 · merged 1 Nov 2026
Before
After
Deal, contacts section
Deal, contacts section
After
Lead, SLA section
Lead, SLA section
Deal, Create New from the Link
Deal, Create New from the Link
Deal, edit typed during a contact write
Deal, edit typed during a contact write

A deal's side panel lists, adds, removes and sets the primary contact.