CRM & Operations · Troubleshooting
A Pipeline deal is missing or cannot be created
Pipeline deals require a verified CRM contact, stage, and role-appropriate action access.
Tenant access and the affected feature must be known.
The deal is linked to an existing contact and appears in the selected pipeline stage.
Symptoms
Pipeline deals require a verified CRM contact, stage, and role-appropriate action access.
- No existing CRM contact is available.
- The role cannot create or move deals.
- The wrong stage or tenant is selected.
Verified checks
- Confirm the affected workspace and feature.
- Record the visible state before changing a setting.
Expected result
The deal is linked to an existing contact and appears in the selected pipeline stage.
- The deal is linked to an existing contact and appears in the selected pipeline stage.
Support evidence
CRM records are tenant-scoped. Cross-tenant data, external integrations, and provider persistence issues require Support review.
- Contact
- deal title
- stage
- role
- tenant
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