Outlook Customer Manager- multiple customers on one deal

Occasional Visitor

Im new to all this and only just found customer manager.


When we are chasing a project (Deal) we often have several of our customers chasing the same deal, is it possible to alocate several contacts to the same deal?

1 Reply

Hello David,


Please try adding these contacts in the Deals, see:



If this way can't meet your requirement, please submit your feedback to our related team via the link below:

So that, they can get your thought as soon as possible.


Hope the above information helpful.