Link deals to customers, contacts and leads
Connect a sales opportunity to existing CRM relationships while respecting their normal access rules.
Where to goDeal → Edit details → Connect the relationship
Before you start
Use your own authorised staff account in the intended Britixo workspace. The Sales CRM module must be available and your role must include the permissions stated above. Existing leads, customers, communications and customer portal pages retain their normal access rules.
Follow these steps
- Search for a customer or lead by name and choose Find.
- Select the intended result. Search results are limited to 50; use a more specific name when needed.
- After choosing a customer, choose Load customer contacts and select a contact belonging to that customer.
- Save the deal and use the related-record links in its detail view to open the native CRM records.
Behavior and limits
- Both the editor and selected deal owner must have native access to the linked customer or lead.
- Contacts must belong to the selected customer. Changing the customer resets the contact selector.
- A deal association does not move, merge, convert or duplicate the original record.
- Related names and links are shown only when the viewer can access the corresponding native record.
Check it worked
- Open each related link and confirm the intended customer or lead. Check the customer contact before saving.
Troubleshooting
- If Find returns no results, check the name and your native customer/lead permissions.
- If saving reports owner access, ask an administrator to review legitimate access or choose another permitted association. Do not use another staff member’s account.