Do you need the ability to archive old/won/lost deals?

Do you need the ability to archive old/won/lost deals?
0
0 votes

· Last Updated -

Comments

  • Francois Gagnon-R
    edited February 1 #2
    Totally a must Have , once the project/sale is complete/deliver/ or close because it's lost, you don't want to loose the data/stats of your sales but you don't need to see those deals in the pipeline anymore so I would totally agreee to have the ability to mark them as complete or to archive those kinds of deals.
  • I do this with a custom fields and workflow automation.

    example: when I tick "Project Complete" custom field, the workflow automation kicks in and sends deal to my archive pipeline.

    work great for me.