How to Manage Contacts and Deals Together

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

Build the contacts table in Jestor with filters and a creation button.
Create the deals table and connect it to contacts with a one-to-many relationship.
Set the contact's name as the label so selection is readable.
Add the connected deals block to the contact record for a full history.
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.

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 and see how to take your company's operations to a new level of efficiency and control.

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