Add Additional Deal Contacts and Assign Roles

1. Open the deal you want to add contacts to and click + Add next to Contacts.
   
   
2. You can search for and add an existing contact from HubSpot or click the Create New tab to add a new contact.
   
   
3. Once you've selected the contact to add, click Next.
   
   
4. Click +Add Association Label to add the contact's role in this project.
   
   
5. Click Save.
   
   
6. The new contact will appear on the deal record, with their selected role association label.
   
   

ASSIGN/CHANGE A DEAL CONTACT'S ROLE

1. To assign or change a role for a contact already associated to a deal, hover over a contact's name in the right sidebar of a deal, and click More.
   
   
2. Click Edit Association Labels.
   
   
3. Click on the label(s) that apply to this contact on this particular project.
   
   
4. Click Update.