Deals Troubleshooting

Symptom: "Use pipelines.moveDeal to change a configured deal stage or pipeline"

Cause: The deal lives in a configured pipeline and you tried to edit its stage or status directly through the record form or bulk tools.

Fix: Drag the deal on the pipeline board (or use the pipeline's move action) instead of editing the field. Deals without a pipeline can still be edited directly.

Symptom: Closing a deal as Won is rejected with "Cannot close deal… task(s) are blocking progress"

Cause: The deal has tasks marked blocks_deal_progress that are not Done.

Fix: Complete (or unflag/cancel) the blocking tasks listed in the error, then move the deal again.

Symptom: "Choose an initial pipeline stage when assigning a pipeline" on create

Cause: A pipeline was selected without picking which stage the deal starts in.

Fix: Select both a pipeline and its initial stage — the stage also sets the initial probability and status.

Symptom: Bulk update says "One or more deals are unavailable for bulk update"

Cause: Bulk owner reassignment resolves every selected deal under your owner scope first; one row was outside it or no longer exists.

Fix: Re-select only deals you can see, then retry. Note bulk update reassigns owners only — stage changes must go through the pipeline board.

Symptom: You cannot see teammates' deals even though you have deals access

Cause: Your role's deals permission is set to access level "own", which filters lists, stats, and Top Opportunity to records you created.

Fix: Ask a System Manager to switch your deals access level from "own" to "all" if you need workspace-wide visibility.

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