Does it affect the "WON" report if we change it back to Pipeline after the won status

Ari Siivikko
Ari Siivikko Member Posts: 2
in Sales CRM #1

Hi all!

Does someone know if this affect the conversion rate for WON:

  • We change the status to WON
  • After that we change the status back to Pipeline
  • We must use the same deal number - cannot change it as we need the same deal number for internal use

Thanks!

//Ari

Answers

  • Lucas MAGNE
    Lucas MAGNE Member Posts: 157
    100 Comments Second Anniversary 25 Likes Elite + Premier Solution Provider
    #2

    Hi @Ari Siivikko ,

    Yes if you reopen a deal (and was won before) it will affect your conversaion rate because the deal will not be won anymore but open for Pipedrive.

    So the deal will not be took in consideration.

    Why do you reopen the deal ?

  • Skiman
    Skiman Member Posts: 2
    First Comment Photogenic
    #3

    Hi Ari,


    I think if you reopen deal (was Won in the past), it will affect the rate.

    What is reason behind keeping the deal for internal use?

    Regards,

    Jan

    Founder of SalesGang - Sales Reports for Pipedrive

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