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Design tool, deal question, etc not showing in deal

Enerflo Support avatar
Written by Enerflo Support
Updated over 3 weeks ago

If a design tool, question, or deal stage is not showing on a deal - despite being in the deal template, an org admin can first check to make sure there aren't view settings hiding it from being shown.

If there are no restrictions, check the deal template version on the deal. Make sure it matches the current deal template version being used. You may need to update the template version on the deal to be the most current version.

To update the deal template version, click into the deal and then click the three dots next to the lead name. Click Deal Details in the dropdown. Scroll to the bottom of the side bar that pops out and under template version, make sure the number says (Current) next to it. If it does not, you will need to select the correct template version in the dropdown. Doing this should resolve the issue.

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