MCA Suite does not allow deals to be created for contacts that are "Persons." Deals need to be tied to companies (as merchant cash advances are tied to the business/company, not the individual), and specifically, only to MERCHANT companies (see: "Can I add a deal to a Broker or Funding Company?").
Below you see a screenshot of a Person (Jamie Lannister) without a Company. Hence there's no "Add Deal" button visible. 
The screenshot below shows another Person (Tyrion Lannister) with the "Add Deal" tab visible because there's a Company (business) associated with the contact. 
Below you see a screenshot of a Company (Tyrion's Bakery, Inc.). Users can also create deals for the Company page.
How come I can't create a deal for a contact? Print
Modified on: Fri, 18 Oct, 2019 at 9:17 AM
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