Stuck

Smart CRM & Sales Hub Dashboards & Reporting
1

Hi

When I create a deal, how do I get back to the client’s main page?

2

Hi @leonpein

From the deal screen, the quickest way back to the company record is to click the company name in the associated company box on the right hand side of the layout.

Hope this helps.

3

Thanks very much, Phil.

However, on the deal screen, there is no company name (or client name, in my case) in the associated company box on the right hand side of the layout.

It says my company name at the far right of my screen.

I attempted a copy of the screen below, if that helps?

Thanks very much