# Deal Contacts & Notes

> Manage buying committee contacts on deals - assign roles like champion, decision maker, and blocker. Add notes with @mentions for team collaboration.

Source: https://docs.graph8.com/deals/deal-contacts/

Deal Contacts let you map the buying committee on each deal - assign roles to contacts so your team knows who the champion is, who makes the final decision, and who might block the deal.

## Adding Contacts to a Deal

1. Open a deal from the **Deals** board or list view
2. Click the **Contacts** tab
3. Click **Add Contact**
4. Search for an existing contact or create a new one
5. Assign a **buying role** (see below)
6. Click **Save**

## Buying Roles

Each contact on a deal can be assigned one role:

| Role | Description | Why It Matters |
|------|-------------|----------------|
| **Champion** | Internal advocate pushing for your solution | Your primary ally - keep them armed with ammunition |
| **Decision Maker** | Has final budget and sign-off authority | Must be engaged before proposal stage |
| **Influencer** | Shapes the decision without final authority | Can accelerate or slow the process |
| **Blocker** | Actively resists or creates obstacles | Identify early and build a strategy to address concerns |
| **Coach** | Provides insider information and guidance | Valuable source of intel on the buying process |
| **End User** | Will use the product day-to-day | Their input drives adoption and renewal |

> **Tip:**
> A healthy deal has at least a Champion and Decision Maker identified. If you only have end users, the deal is at risk of stalling.

## Managing Deal Contacts

### Changing a Role

Click the role badge next to any contact to update their role. Role changes are logged in deal activity.

### Removing a Contact

Click the remove icon next to a contact to unlink them from the deal. This does not delete the contact - it only removes the deal association.

## Deal Notes

Add internal notes to deals for team collaboration.

### Creating a Note

1. Open a deal and go to the **Notes** tab
2. Type your note in the text field
3. Use **@** to mention team members (they receive a notification)
4. Click **Save**

### @Mentions

Type `@` followed by a team member's name to mention them. Mentioned users receive a notification so they can review the note.

### Editing and Deleting

- Click any note to edit it
- Click the delete icon to remove a note

## Related

- [Deals Overview →](https://docs.graph8.com/deals/overview/) - Pipeline views and deal management
- [Prospects →](https://docs.graph8.com/deals/prospects/) - Managing active deals
- [Pipeline Settings →](https://docs.graph8.com/deals/pipeline-settings/) - Customize stages and probabilities