Introduction

From a Contact's Ascendix Search results, use Add to Deal to link that Contact directly to a Seller Representation Deal as a Prospective Buyer — without leaving your search results.

What You Can Do:

• Select a Contact from Ascendix Search results and link it to a Deal
• Create a Prospective Buyer record on a Seller Representation Deal in one step
• See the linked Contact on the Deal's related list

Note: This currently supports Seller Representation Deals only. Adding a Contact to other Deal record types via this action is not supported.

Getting Started

How to add a Contact to a Deal

Step 1: Find the Contact in Ascendix Search

1. Run an Ascendix Search for Contacts.
2. In the results, select the Contact you want to link.

Step 2: Add to Deal

1. Click Add to Deal.
2. Choose the target Deal (Seller Representation).
3. Confirm.

Step 3: Review the link on the Deal

1. Open the Deal record.
2. Find the Contact listed as a Prospective Buyer in the related list.

Troubleshooting

1. I don't see the Add to Deal button
   1. Confirm your admin has enabled Add to Deal for Contacts.
2. A duplicate-check dialog appears
   1. Review the listed duplicates and confirm before proceeding.

If the issue persists, contact your Salesforce administrator.