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Linking more than one contact to a deal

Every deal has one primary contact and can have extra contacts, for example a decision maker and someone from finance at the same company.

The primary contact is the person you mainly deal with. Automations that start when a deal moves to a stage (emails) are sent to this person only.

Extra contacts are other people involved in the deal, such as a colleague who signs off the budget. They are linked to the deal so you can see who is involved, but they never receive automatic messages from the deal.

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