Changing dates manually

Victor-Sandstone
Victor-Sandstone Member Posts: 2 VERIFIED MEMBER
in Sales CRM #1

Would anyone know if there is away to manually change dates on pipeline data entries?

Reason being is, we have deals and proposals that we got before we started with Pipedrive and I want the reports to be accurate.  

Answers

  • Pipedrive Gurus
    Pipedrive Gurus Member Posts: 38 VERIFIED MEMBER
    Third Anniversary 10 Comments 5 Up Votes 5 Likes
    #2

    Yes there is a way. This works for deals, organisations and contact. I took contact for example:

    Go to the contact list. Let you show the contact ID and the contact created fields. Export this list and edit the exported file and fill in the dates you want. After this import the list. Bcs of the IDs the contacts will be updated with the new dates.

    For questions just contact me.

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