Jul 23, 2021 3:40 PM
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!
Jul 26, 2021 12:53 AM
Hi @KJones50 ,
You have the option to change the company owner of the deal.
When you go to sales > select the deal.
Hope this helps!
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Thanks and Regards.