Persons Association (Deals)
Persons Association allows you to manage and assign different people to a deal based on their roles.
This helps you clearly track who is involved, both internally and on the customer side, for every deal.
How Persons Association works
Each deal can have multiple people associated with it. These people can belong to:
Your internal team
The customer’s organization
Other relevant stakeholders
Each person can be assigned a specific role to clarify responsibility and involvement.
Step 1: Open a deal
Go to Deals
Select the deal you want to manage
Step 2: Open Persons association
Inside the deal, select Person
This view shows all people currently associated with the deal
You can see:
Internal team members
Linked customer contacts
Step 3: Add or edit associated persons
You can add, remove, or edit people associated with the deal.
This includes assigning people to different roles, such as:
Deal Owner
The person who created or is responsible for managing the deal.Internal Team
Controls which internal team members have access to the deal.Customer’s Primary Contact
The main point of contact on the customer’s side.All Relevant Contacts
Any additional people involved in the deal, both internal and external.
Step 4: Save changes
After adjusting person associations, save the deal to apply the updates.
Changes will immediately reflect in the deal’s access and visibility.
Related guide pages
Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/persons-association-deals-MDL8MZEPMs