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

SOLVE
Revel
Member

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 Upvotes
1 Accepted solution

Accepted Solutions
Phil_Vallender
Solution
Most Valuable Member | 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

View solution in original post

0 Upvotes
1 Reply 1
Phil_Vallender
Solution
Most Valuable Member | 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

View solution in original post

0 Upvotes