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Recent deals helps keep tab of the recent contracts the contact has been associated with.
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Linking additional items together
You can also link multiple items together from the data link section on the right side of the detailed view. Linked items can be the following:
Deals
Accounts
Contacts
Jira Issues
For example, you can now have a deal (e.g: Demo Artic Fire) be linked to multiple companies, have multiple contacts, multiple deals, and multiple Jira issues connected.
Once they are linked each item will be accessible from the data link section and you can navigate to those sections easily from the data link section.
As a result, you can now add more elements to an object and more accurately reflect your workflows.
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The Data link offers a more elaborate way of linking multiple elements together and makes it easy to navigate between them all.
To add a linked object, simply go to the right side of the Data link section and press on the “+” from there, simply search the object that you would like to add (e.g: account, contact, deal, issue)
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You can filter your objects by certain categories to only see relevant objects (e.g: See all, see accounts, see contacts, see Jira issues)
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Editing the fields
In the detailed view, you can see all the fields available (native and custom). You can make edits to those fields directly on this page.
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