I have several deals where someone at a different company needs to be associated with the deals. For instance, a consulting firm needs to be associated with a deal with another company.
I can go to the deal, create a new contact or assign an existing contact and it works. However, if I go to the contact and try to associate a deal, nothing comes up for the deal when I search existing deals. Is there a way to make this work?
I did those steps originally for several contacts, but couldn't bring up any existing deals. I have permission (only user). I tried again today, and it worked. Must have been a temporary glitch.