Sales Hub Tools

Revel
メンバー | Solutions Partner
メンバー | Solutions Partner

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

解決

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.

0 いいね!
1件の承認済みベストアンサー
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

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

解決

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 | HubSpot Website Agency

元の投稿で解決策を見る

0 いいね!
1件の返信
Phil_Vallender
解決策
最優秀メンバー | Diamond Partner
最優秀メンバー | Diamond Partner

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

解決

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 | HubSpot Website Agency
0 いいね!