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leonpein
Member

Hi

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

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

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.

Phil Vallender | Inbound marketing for B2B technology companies

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Phil_Vallender
Solution
Most Valuable Member | Diamond Partner

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.

Phil Vallender | Inbound marketing for B2B technology companies

View solution in original post

leonpein
Member

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

 

 
 
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