Introducing Contacts

One of the most important aspects of managing a successful deal is building and maintaining relationships. We understand that here at Dealpath, which is why we’re so excited about one of our newest features, Contacts.

Now, you have access to a team-wide Contacts directory where you can easily keep track of the basic information and data around your individual contacts within a deal—without having to leave the Dealpath platform or use another software tool. With Contacts, you don’t have to worry about losing vital information due to juggling multiple tools or wasting time trying to link data from your CRM to Dealpath.

Contacts empowers you to view, manage, and get reporting on the individual contacts involved in your deal transactions. We designed Contacts to fit your needs. 

Contacts includes:

  • Bulk Contact Tools: Easily import your contacts from any outside CRM or contact book in bulk, rather than one by one. 
  • Notes: Create detailed and comprehensive records for each contact, giving you further context. 
  • Reminders: Create reminders tied to individual contacts for better relationship management within a deal.
  • Activity Feed: View and keep track of all interactions with your contacts on existing  deals. 

Contacts is our next step in making Dealpath the most comprehensive software solution for your deal management. If you’d like to learn more, reach out to us here