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Why are my pushed deals not showing up in Expert?
Why are my pushed deals not showing up in Expert?

Deals will not show up in Expert if either your Expert Login ID or your team's Expert Firm code are set incorrectly.

Marnie George avatar
Written by Marnie George
Updated over a week ago

If you are having issues pushing deals to Expert or cannot find your deal in Expert, please check the Your Account Settings page to ensure that you have your correct Expert login id in the system (it is usually your last name and the first letter of your first name).ย 

Also, check the Integrations tab in your Team Settings to ensure that your correct Expert Firm code is listed there.

You should then be able to push to Expert.


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