Customers

When the deal is created, it will automatically have the selected customer as the primary buyer. If you created the deal from a lead, then the buyer and co-buyer will match the customer and co-customer on the lead.

For more information on how to edit customers, check out Working with Customers.

Add a Co-Buyer

To add a co-buyer, click the Add Co-Buyer button at the top of the customers tab. If the button isn't present, then a co-buyer has already been added and you should change or modify the co-buyer using the Co-Buyer tab.

Switch Buyer or Co-Buyer

At the top of the Primary Buyer and Co-Buyer tabs there is a button to Change Primary Buyer or Change Co-Buyer. You can use these options to display the customer selection dialog and change the customer on the deal.

Swap Buyers

To swap the primary buyer with the co-buyer, navigate to the Customers tab and click the Swap Buyers button.

Remove Co-Buyer

To remove a co-buyer, open the Customers > Co-Buyer tab and click the Remove Co-Buyer fom Deal button.