Booking clean-up

Marcel
Marcel Member Posts: 1 VERIFIED MEMBER
Photogenic
edited May 6 in Sales CRM #1

Hi there, I got a deal from my team that was signed and supposed to be booked in March. How can I adjust the booking of that deal so it lands in March? Thanks.

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  • Sophie
    Sophie Pipedrive Team Posts: 203 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    Hi there,

    Is this regarding esignatures or when a deal was marked as won? Can you elaborate further? I would be happy to help! 😊

    Are you looking to win a deal retroactively, so instead of it appearing as won today, it appears as won on a date in March? If so, you can take a look at this article that explains how you can adjust the won time date-
    How can I edit the deal won time?

    I hope this helps!

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