When you turn on Deals and Companies, your contacts, companies and deals all connect to each other. In this lesson, you'll see how those records relate, how to move between them, and how to set up your navigation bar.
Deals and Companies are apps. Click your profile icon, then Apps, and toggle them on. Apps need a Dynamic CMS package. Deals works with the Companies app, so turn on both.
Deals and Companies now show up in your navigation bar. The Automations item goes away. From now on, you'll find automation maps, forms and messages by hovering over each object's navigation button, like Contacts, Companies or Deals.
Here's how it fits together. A contact works for one company. A company can have many contacts and many deals. And each deal has one primary contact, the person your team works with to close it, plus one company.
When you turn on Companies, Ontraport creates a company record for every contact with a value in their Company field. From then on, Company is a dropdown on the contact's record. To link a contact, click the Company field and choose the company. To link a batch, select the contacts, click Change Field, and pick Company. From a contact's record, you can jump straight to their company's record.
Deals show up on contacts too. In a contact's Quick View, the Deals widget lets you see their deals and add or remove them. And when a contact is a deal's primary contact, that deal is listed in the "Primary contact for these deals" section of their record.
Open a company from the Companies collection. The Company Info section holds details like industry, phone and address.
Below that, Related Contacts lists everyone who works at the company. Click Add to connect another contact.
The Deals section lists every deal you have in your pipeline with this company. To add one, click New deal, then New deal again.
Every deal record links to its primary contact and its company. The Primary contact field shows the contact's name and email. Deals don't have an email field of their own, so email for a deal goes to the address on the primary contact's record.
For a quick look, hover over any deal or company in its collection and click the Quick View icon.
These relationships decide who gets your emails. In a message's settings, the "Send email to" field picks the recipient. A Deals email goes to the primary contact by default. You can also send it to the deal's owner on your team, or drill into the company fields to reach everyone in the company's Related Contacts.
For company-wide emails, go to Companies, then Messages, then New message, and set "Send email to" to Related Contacts, then Email. For a one-off, open the company, select all its related contacts, and choose Email from the Actions menu.
More objects means a busier navigation bar, so arrange it the way you work. Click your profile icon, then Administration, then Customize navigation menu. To reorder, hover over an item and drag it by the move icon.
Hover over an item for more options. Hide this menu removes it from the bar, but you can't hide defaults like Dashboard and Contacts. Click Add Item to bring one back. Depending on your plan, Hide by role shows an item only to the roles you choose. For Contacts and your objects, like Deals and Companies, you can change the color and the icon. Click Okay to save each change. Your icons also show up in the mobile app.
So: a contact works for one company, a company holds its contacts and deals, and each deal links to one primary contact and one company. Use those links to move between records and email the right people. Next up: the default groups and automations that come with Deals.