Deals Linking
Each deal in Alano lets you attach related people, tasks, objects, documents, and notes directly from the deal page, keeping all relevant context in one place.
How to use it
Go to Deals
Click on the deal you want to manage
Select the relevant tab across the top to link or add content
What you can link
Persons - manage everyone connected to the deal: Deal Owner, Internal Team, Customer's Primary Contact, and All Relevant Contacts
Tasks - click Link to attach an existing task or Create to add a new one
Linked Objects - connect any custom object from your CRM (e.g., Invoice, Contract, KYC Form)
Docs - generate AI-powered documents.
Click + Generate New Document, select a type (Invoice, Quote, Order, or Others), describe the details, then Generate → Review → Save
Alanotes - link an existing note or create a new one directly from the deal
All linked content remains accessible from its respective tab at any time
Documents in Docs are generated by Alano AI based on your description - review before saving them.
Related guide pages
Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/deals-linking-LZdn0NLWM6