Connecting deals to contacts and properties
Tie a deal to the right contact and property so every detail lives in one place.
A deal is more useful when it knows who and what it's about. Linking a contact and a property pulls the person, the address, and every related task, note, and activity into one screen.
Link a contact when you create the deal
The fastest way to connect a deal to a person is to choose the contact while you set the deal up. The contact you pick becomes the deal's primary contact.
Start a new deal
Open the Pipeline and create a deal. You can also start one from a contact's record so it's linked automatically.
Choose the contact
Pick the person this deal is for. SAMI OS sets them as the primary contact and adds the deal to that contact's history.
Attach the property (optional)
Select the property the deal is about so its address and details show on the deal. You can add or change this later.
Save
The new deal opens on its detail page with the Contact and Property cards filled in.
No contact yet? Add the person in Contacts first, then link them to the deal. A deal can exist without a contact, but linking one is what powers the activity history and workflow triggers.
What the deal detail page shows
Once a deal is linked, its detail page surfaces everything in a single view.
- Contact card — the contact's name, which links straight to their contact record, plus their email and phone number.
- Property card — the property's street address, city, state, and ZIP, and a line for beds, baths, and square footage when those details exist.
- Activity — a running feed of calls, notes, tasks, and workflow updates tied to this deal, newest first.
- Tasks and Notes — any tasks or notes attached to the deal, shown alongside the activity so nothing is buried.
This is the same data you can edit on the deal — see editing deal financials and dates for the numbers and timeline fields.
How the deal shows up on the contact
Linking is two-way. When you connect a contact to a deal, SAMI OS records the deal on that contact's timeline, so opening their record in Contacts shows the deal alongside their calls, messages, and tasks.
That shared history is also what lets automations fire. A linked contact is what triggers any "deal created" workflow, so nurture sequences and follow-ups can start the moment a deal is opened.
Changing a deal's contact or property updates both cards instantly. The activity already logged on the old contact stays put — it reflects what happened at the time.
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Last updated 2026-06-21