Entering Deals from the Account Page
In the new monarch interface, you cannot enter a deal from the account page. The only way I know of currently is to click the Add button at the top and then you must type in the account name and wait for it to populate the account and AE. The name of the deal defaults to the account name with Deal at the end. Of course, the deal name can be edited but it would be great if I could enter a deal from the account page so that it would automatically default to that account when I'm trying to enter multiple deals with unique names. It's just time-consuming the way it's currently set up. In the "old" matrix I could enter deals from the account page.
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What you described is how deals are entered from the Account Profile. All Add actions are driven from the Add menu so that it’s universally understood how to navigate (the exception being Notes at this time).
When doing it from the Account profile, it automatically selects the account and salesperson. Saving the deal then takes you to the deal profile page where you can fill in the details of the deal be it the name, run dates, dollars, or add notes.
We’re actively working on performance across the board so hopefully that will translate to a faster experience for you as updates roll out throughout the year.
Thanks for reaching out to us!