FAQs in this section
Can my contact be an organization?
Can I add a contact with only a few details and add more details later?
Can I export my contacts to an external source?
How do I import contacts from a .csv file?
What happens to contacts and deals when I delete their related organization?
How can I assign a contact to a rep?
How can I change a contact back to a lead?
If a Contact moved to another Organization (Company), how should we deal with it?
Where do I set the customer support period for a contact?
Who is a Contact?
How do I create a contact?
How can I add hundreds of contacts at once?
Can I create a contact using Quick Create?
How do I identify if a contact is a lead or a customer?
How do I convert a contact into a customer?
What does a contact's Lifecycle Stage field indicate?
What is contact hierarchy?
How do I set up contact hierarchy?
Where do I view contact hierarchy?
How do I transfer a deal and its contacts to a different sales rep?
Can I export contacts in bulk?
I want to export only a few contacts. How can I do that?
How do I delete many contacts at once?
What are the different ways to create a contact?

How can I see the number of deals related to a contact?

You can see it under the Analytics widget on the contact by creating a chart, list, or metrics. 

Follow these steps to view the number of deals related to a contact:
  1. Open a contact record.
  2. Look for the Analytics widget located on the right side of the contact's Summary View.
  3. Click the '+' icon to create a new widget under Analytics.
  4. Enter the following information:
    • Enter the widget name.
    • Select Deals from the Select related module drop-down.
    • Select Key Metrics from the Select widget type drop-down.
    • Select a field under Group By to sort key metrics. For example, if you select the Sales Stage, you will get the number of deals related to the contact, grouped by sales stage.
    • Add conditions (optional).
  5. Click Save.

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