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Update Deals Directly from Contact Records

Access and update all deals related to a contact directly from that contact's record in HubSpot.

  1. Open the contact record for the person you want to update.
  2. Click the Contact's Deal Activity tab in the middle section of the contact record. This allows for easy review and updating of high-level deal details for any deal associated with this contact.

    Screenshot 2025-03-05 110406
  3. To view the highlights of another deal with the same contact, click the down arrow to the right of the deal name shown, and a dropdown of all associated deals will appear. Select the desired deal.

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