FAQs in this section
What is the People module?
Who is a Contact?
Can my contact be an organization?
How do I create a contact?
Can I add a contact with only a few details and add more details later?
How can I add hundreds of contacts?
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?

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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