Account & Settings

onaquest
Member

My setup doesn't have "deals" in the menu or in settings

SOLVE

I set up a new account in the CRM with Sales.  For some reason, my main menu in Sales does not list "Deals" or "Prospects".  My menu only shows:

* Sales

* Notifications

* Contacts

* Content

* Meetings

* Prospects

* Settings

 

If I click on Settings, I don't have Deals or Pipelines showing up in the left navigation.  Does anyone know why and what I should do?   From within a company, I can create a deal, but there is no easy way to just go and see deals.

 

Any help is appreciated.  Thank you

0 Upvotes
1 Accepted solution
arodwin
Solution
HubSpot Employee
HubSpot Employee

My setup doesn't have "deals" in the menu or in settings

SOLVE

Closure: I explained to Radu that the setting of the pulldown on the left of the NavBar determines whether the NavBar shows Marketing or Sales functions, and that to see "Deals" you have to select "Sales" in that pulldown.

View solution in original post

0 Upvotes
4 Replies 4
arodwin
HubSpot Employee
HubSpot Employee

My setup doesn't have "deals" in the menu or in settings

SOLVE

Hi,

If you send me your portal ID (to arodwin@hubspot.com), I will take a look.

Best regards,

Andrew Rodwin

0 Upvotes
radu
Participant | Elite Partner
Participant | Elite Partner

My setup doesn't have "deals" in the menu or in settings

SOLVE

Hi Andrew,

 

I have the same issue, the Deals is not present in top navigation and if I click on Settings, I don't have Deals or Pipelines showing up in the left navigation.

 

Can you let me know why?

 

Thanks,

Radu

0 Upvotes
arodwin
HubSpot Employee
HubSpot Employee

My setup doesn't have "deals" in the menu or in settings

SOLVE

Hi Radu,

 

Send your portal # to arodwin@hubspot.com and I will take a look.

 

Andrew

0 Upvotes
arodwin
Solution
HubSpot Employee
HubSpot Employee

My setup doesn't have "deals" in the menu or in settings

SOLVE

Closure: I explained to Radu that the setting of the pulldown on the left of the NavBar determines whether the NavBar shows Marketing or Sales functions, and that to see "Deals" you have to select "Sales" in that pulldown.

0 Upvotes