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FAQ: How do I update the GRL and CRL on a deal?

 

What’s happening

You go to change the CRL and GRL on the Deal record and get hit with something like this:


Why

These fields on the deal record are synced from the company record—so nobody can edit this field on the deal record, even Super Admins!

Instead, GRLs have permission to edit these fields on the company record. Once changes are made on the company record the values automatically flow through to all the deal records associated with that company. 

How to fix

Reach out to the current GRL of the company to make the appropriate changes.