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.
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.
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.
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.