Help please! How can I update the "won time"?

cfenwick

Hi - I have the essentials plan - I hope this isn't a limitation. The Insights tab came prepopulated with the "deals won over time" report, but no data. I have 4 won deals in October, nothing showing up. I did some research & saw the report is based partly on "won time" and so I tried to update that field in each Deal. It was not there, but I was able to go into the settings and add the field. However, when I try to update the won time field w/ a date in the Deals list view, it won't let me. Help! I want to see the deals won over time ! :)

Amit Sarda (AmitSarda.xyz)

You will have to check if you have the edit rights to update won time. You don't have to add a custom field for it.

If you do, you can change it from the deals list view or from the deal details view too.

If you have any other questions or need further help, please don't hesitate to reach out.

Best,

Amit Sarda

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cfenwick

Thanks Amit - I definitely have the rights as I'm the only one using pipedrive. The field was not there to start, so I had to add it & it's giving me an error when I try to enter the date. I have the essentials plan - but I thought this would be a basic field included with all plans, so not sure that's the issue.

Liz (Ops Designed)

Hi @cfenwick - 

Amit is correct, Won Time is a default system field, so you do not need a custom field for this.

Here is a demo of two ways to update the Won Time on your Deals https://www.loom.com/share/7ea901fbbabe499db43c5536d736d996?sid=16770c76-17e1-45e7-8d53-a2c8147e6059

Please feel free to reach out if you would like additional support.

- Liz

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cfenwick

Thanks for that but the field is not there. Even when I added it (per your second way) - and then try to add the date it says "This item could not be updated!".

Liz (Ops Designed)

@cfenwick you probably will be best off sending a demo of what you're doing so that the process and error can be seen real time. You should be able to send this to Pipedrive support directly, or you can share it here and Amit and I can see if we can troubleshoot for you.

cfenwick

@raymodgonzalez @Liz (Ops Designed) @Amit Sarda (AmitSarda.xyz)

Hi all - I really appreciate your trying to help me and thoughtful responses & walking me through things. However, the problem is that I cannot update the "won time" field. I've taken a screen shot - see that when I add in the date, I get the error message. So I can't ever enter the date in the first place. So therefore I can't see the chart.... any thoughts with this now?

Amit Sarda (AmitSarda.xyz)

Looks like a permissions issue.

cfenwick

I'm the only one on the account though...So I'm really perplexed what the issue could be. And I can't speak to an actual human on the chat.

Amit Sarda (AmitSarda.xyz)

Check the permissions, even if you are the admin.

Liz (Ops Designed)

Hi @cfenwick - Thank you for the screenshot! I think the issue is that you're not marking deals as "Won" in the way that Pipedrive requires. Please check out this 2-minute video

cfenwick

@Liz (Ops Designed) LIZ! THANK YOU!! That was it!! I had no idea I wasn't technically marking them as "won" - I moved them into the "won" column in the flow but I guess that didn't technically do it. So I did that and now it works. Thanks so much for diagnosing & for sending the personalized video - that was perfect! 😃