Pricing and Payments
Leads and Contacts
Tasks and Appointments
Import and export
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How do I add a contact to a deal?
To add a contact to a deal:
Click on the deal name to go to the details page.
Click on the
icon in the
Associated Contacts box
and type in the name of an existing contact or create a new contact or company.
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Managing Prospects & Customers in Base
How do I convert a Contact to a Lead?
How do I appoint a primary contact for a deal?
What are Leads, Contacts and Deals in Base?
What are Leads in Base?
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