Wrong company associated with a deal

KJones50
Participant

Someone on the team associated the wrong company to a Deal.  I've tried and looked everywhere and can't seem to find a way to fix it- except to delete the Deal and re-create it.  And that's a horrible solution as the Deal has a lot of activity associated with it. It seems like there should be a simple "edit" button to change it to the correct company.  I feel I must be missing something that's very simple.  Help!

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webdew
Top Contributor | Diamond Partner

Hi @KJones50 ,

You have the option to change the company owner of the deal.

When you go to sales > select the deal. 

  • On the right hand side you see the company associated with it.
  •  If you click on the company a new page will be opened and

webdew_0-1627275144430.png

 

 

  •  if you click on the name of the company it gives you the option to edit the name, domain and and other details of the company associated with the deal.

webdew_1-1627275144119.png

 

Hope this helps!


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Thanks and Regards.

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