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# How to Manage Contacts and Deals Together
- URL: https://blog.jestor.com/manage-contacts-and-deals-together/
- Published: 2026-09-17T22:30:17.000Z
- Updated: 2026-09-17T22:30:17.000Z
- Author: Bruno Bannach

To **manage contacts and deals together**, the contact is a record in its own right and each deal connects to it. Everything a client has been quoted, sold, or promised is then reachable from one place.

## Why contact data fragments

Contacts are created wherever they first appear, which means they appear several times.

- The same client entered separately on three deals
- Contact details updated on one record and not the others
- No history of what a client has previously bought
- Handover requiring the previous owner to explain the relationship

## What connecting them enables

| Capability              | What it gives you                              |
| ----------------------- | ---------------------------------------------- |
| **Contact list**        | One record per client, with filters and search |
| **Connected deals**     | Every deal for that client, from their record  |
| **Generated documents** | Quotes and proposals attached to the deal      |
| **Responsible person**  | Who owns the relationship                      |
| **Status and validity** | Where each deal stands and until when          |

## How to configure it in Jestor

1. Build the contacts table in **Jestor** with filters and a creation button.
2. Create the deals table and connect it to contacts with a one-to-many relationship.
3. Set the contact's name as the label so selection is readable.
4. Add the connected deals block to the contact record for a full history.
5. Keep generated documents on the deal, so the commercial record travels with it.

## Why choose Jestor for commercial data?

Because **Jestor** is relational, a contact is stored once and referenced everywhere — which is what makes the client's full history available rather than scattered across records.

Creating a contact from inside the deal form means an unregistered client never interrupts the sale; the record is created and connected in the same step.

## Frequently Asked Questions

### Can I create a contact from inside a deal?

Yes, without leaving the form. See [jestor.com](https://jestor.com/?ref=blog.jestor.com).

### Can I see a client's full deal history?

Yes, from their contact record.

### Where are generated quotes stored?

On the deal record they belong to.

## Video Tutorial: Step by Step

Check out other practical tutorials on the Jestor YouTube channel.

## Get to know Jestor

With **Jestor**, you can automate workflows, connect teams, and build internal systems your way — all without code and powered by **AI**. Discover Jestor at [jestor.com](https://jestor.com/?ref=blog.jestor.com) and see how to take your company's operations to a new level of efficiency and control.