Add lost date to first popup
Trying to clean up data for our future forecasting and so setting projects that have been 'lost' for months now. I can add the lost time (image 2) only after I've chosen the lost reason in the popup (image 1). Is there a way I can, in that same popup in image 1, also choose the lost time?
If not, a feature like this will help minimize movement across the screen and speed up cleanup!
Comments
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Hi @PeterDurovic -
I see what you’re saying, that would be super helpful! While that is not currently possible, one option is to update these Deals from a list view. Please see this 40-second demo.
Please feel free to reach out if you would like additional support.
- Liz
Schedule a Working Session | Getting Started with Pipedrive | Pipedrive Integrations
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Thanks @Liz (Ops Designed) for the quick reply! Definitely a nifty feature which speeds up the process a bit, is there a possibility to add my suggestion in a future update?
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