How do I add a company to an "existing" deal, not while making a "new" deal?

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I made a bunch of deals but didn't add a company association when doing so. When I go in to edit the deal, I don't see how to add a company after-the-fact. Help if you can.

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Community Thought Leader | Diamond Partner

Hi @Revel 

 

Over on the left hand side of the deal record display, you should have a company box with an +Add action:

 

add company.png

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Community Thought Leader | Diamond Partner

Hi @Revel 

 

Over on the left hand side of the deal record display, you should have a company box with an +Add action:

 

add company.png

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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0 Upvotes