Some Deals not showing on sales board

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Occasional Contributor

I have active deals that are only showing on the board when I apply a filter, but not when the view is set to "all deals". The stage I created (Proposal accepted) shows only one, instead of two deals, however, the total amount reflects both deals combined. The missing/invisible deal shows as soon as I filter for its deal amount or company name. I see no logic for it not showing when "all deals" is the filter setting.

All deals appear fine when in "table" view. Just not on the board.

Am I missing something?

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Community Manager

Hi @nadworks,

 

Do you have permissions to view all deals? If so, can you please confirm that this issue occurs across multiple browsers, in an incognito window, and after clearing your cache?

 

If so, can you please share screenshots including example deals this is happening with. 

 

Thank you,

Jenny


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