From version 2.2 when you click to Add new deal you will need to select either to add new Person contact, Company contact or use Existing contact.

To start click on add contact icon in header on the right:

In presented dialog select either to add New Person or New Company - to add brand new client in your business - or Add Existing Contact to search your contact base. After selecting an option you will get corresponding section loaded where you can make entry. You can add as many contacts as you need either new or existing ones.

When you select Add Existing Contact, you will get search screen. You can search contacts by name, email and phone. After you enter the search criteria press search and select wanted entry from the list:

After that, contact information will populate in Add Deal screen where you can continue configuring other information about the deal.

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