Most Deal profile issues trace back to permissions, deal stage, or a filter you forgot was on. Here are the common ones.
A field won't let me click to edit it
Cause: you don't have edit permission on that field.
Fix: check with your Admin, fields render read-only with no edit affordance when permission is missing, this isn't a bug.
The Associated Job Card shows an empty state I didn't expect
Cause: the deal isn't Closed Won yet. Jobs can only be associated with a deal once it closes as Won.
Fix: move the deal to Closed Won, then use the card's plus icon to associate or create a job.
I can't remove the Associated Company, Job or Contact card
Cause: these three cards are mandatory and must appear in at least one column.
Fix: you can move them to a different column, but not remove them from the layout entirely.
A card is showing an error instead of data
Cause: that card's data fetch failed.
Fix: use the Retry option shown inline on the card. This is scoped to that card only, the rest of the profile stays usable.
I don't see the AIRA icon on the Associated Company Card
Cause: either the company isn't AIRA-enriched, or your account isn't on the AIRA plan.
Fix: check your plan under Settings, this icon only appears for enriched companies on AIRA-plan accounts.
My layout changes disappeared
Cause: you may have edited a Team or Standard view without realizing it, changes there are visible to everyone assigned to that view, including future changes by whoever last edited it.
Fix: check which view you're editing (Personal, Team, or Standard) before making changes.
