Dashboards & Reporting

leonpein
Member

Stuck

SOLVE

Hi

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

0 Upvotes
1 Accepted solution
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Stuck

SOLVE

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 | HubSpot Website Agency

View solution in original post

2 Replies 2
Phil_Vallender
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Stuck

SOLVE

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 | HubSpot Website Agency
leonpein
Member

Stuck

SOLVE

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

 

 
 
0 Upvotes