Registro de Negócios Excluídos

Marilian - Credvale FIDC
Marilian - Credvale FIDC Member Posts: 1
edited February 22 in Sales CRM #1

Olá! Visto que os negócios excluídos saem da base de dados em 30 dias, haveria como deixar um registro nas alterações da organização vinculado à um negócio excluído o registro dessa exclusão?

Answers

  • Kreete K
    Kreete K Moderator Posts: 358
    Third Anniversary 100 Comments 25 Likes 5 Answers
    CUSTOMER SUPPORT
    #2

    Hello!

    I understand you want to keep data of the Deleted deal under an Organization. Unfortunately, this is not possible as the data will be permanently deleted. If you still need the deal or any information from it maybe best to just select a status Lost when not engaging with this deal any longer? You can always also reach out to our support team via in-app chat or email [email protected] to discuss options.

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