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Troubleshooting the Adaptive Deal Profile

Fixes for common issues: missing cards, can't edit a field, jobs not showing, or a card stuck on error.

Written by Amogh Balikai

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.

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