Behavior | Detail |
One company per deal | A deal can never have more than one associated company. There's no primary/secondary concept like on the Contact profile. |
No company creation from a deal | You can only link an existing company, never create a new one from the Deal profile. |
Jobs only after Closed Won | The Deal-to-Job association can't exist before a deal closes as Won. No workaround exists for open deals. |
No bulk actions on the Job card | Associating, creating, or removing jobs happens one at a time from this card. There's no multi-select. |
One contact added at a time | The Add Contact pop-up doesn't support multi-select, you link one contact per action. |
Mandatory cards can't be fully removed | Associated Company and Associated Contact must appear in at least one column. They can be moved, never removed. |
Company-mismatch check runs once | It fires only at the moment a contact is added, not on any later profile change. |
Associate a Job shows open jobs only | Closed jobs for the deal's company won't appear in the Associate a Job dropdown. |
Search bar threshold | The job search bar only appears once a deal has more than 5 associated jobs. |
No inline editing of company or org chart data | The Associated Company Card is view-only apart from changing which company is linked. |
Things to know
Most of these aren't bugs to report, they're deliberate scoping decisions in the current release. If you hit a limit above and think your workflow needs more, flag it as feedback rather than assuming it's broken.