# Deals Linking

Each deal in Alano lets you attach related people, tasks, objects, documents, and notes directly from the deal page, keeping all relevant context in one place.

## How to use it

Go to Deals

Click on the deal you want to manage

Select the relevant tab across the top to link or add content

## What you can link

Persons - manage everyone connected to the deal: Deal Owner, Internal Team, Customer's Primary Contact, and All Relevant Contacts

Tasks - click Link to attach an existing task or Create to add a new one

Linked Objects - connect any custom object from your CRM (e.g., Invoice, Contract, KYC Form)

Docs - generate AI-powered documents.

Click + Generate New Document, select a type (Invoice, Quote, Order, or Others), describe the details, then Generate → Review → Save

Alanotes - link an existing note or create a new one directly from the deal

Notes

All linked content remains accessible from its respective tab at any time

Documents in Docs are generated by Alano AI based on your description - review before saving them.

Original Outline page: https://wiki.alano.ai/s/alano-user-guideline/doc/deals-linking-LZdn0NLWM6

## Related guide pages

- [Alano User Guideline](https://alano.ai/docs/)
- [Customization](https://alano.ai/docs/customization-8ddSaxvPIY)
- [Welcome to Alano](https://alano.ai/docs/welcome-to-alano-1dTWipd7yW)
- [Features](https://alano.ai/docs/features-TcyTIG1kHe)
- [Contacts/Customers](https://alano.ai/docs/contactscustomers-LZZkPk05en)
- [Alatasks](https://alano.ai/docs/alatasks-rfB2f4M6Ho)
- [Deals](https://alano.ai/docs/deals-glGb1Ojq9n)
- [Price Control](https://alano.ai/docs/price-control-EG1yfVJarE)
- [Manager Review Rights](https://alano.ai/docs/manager-review-rights-Al76Cjbfxv)
- [Deal Visibility Restrictions](https://alano.ai/docs/deal-visibility-restrictions-xU6acEpKte)
- [AI Document Generation](https://alano.ai/docs/ai-document-generation-eKD81uBZzg)
- [Persons Association (Deals)](https://alano.ai/docs/persons-association-deals-MDL8MZEPMs)
- [Create Deals](https://alano.ai/docs/create-deals-bTCBCHHwrL)
- [Custom Objects](https://alano.ai/docs/custom-objects-vKkregeoYs)
- [Alanotes](https://alano.ai/docs/alanotes-qFBrxuMSQa)
- [Resources](https://alano.ai/docs/resources-C4DgheeRju)
- [Intelligence](https://alano.ai/docs/intelligence-C27rBzbm0P)
- [Settings](https://alano.ai/docs/settings-WGYKnuS6lc)
- [Alano AI Chatbot](https://alano.ai/docs/alano-ai-chatbot-V1d6NJepW1)

Last generated: 2026-06-30