Reassignment of organisations on closed deals

Kelly Borskjaer
Kelly Borskjaer Member Posts: 9
First Comment
edited July 2022 in Sales CRM #1

In the past some of our users assigned the incorrect company to their deals. These deals were closed a while ago.

If I switch the organisation on each of these deals to the correct company, will the CLOSED deals now be reported under the correct company?



  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,169
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited November 2020 #2

    Hi @Kelly Borskjaer 

    That's correct, when you update the organization the deal will now fall under those even though they were closed in the past.