Adding past winning sales opportunities
How can I edit sales in past months?
Is it possible to edit sales in a closed month? It happens that I have to add profits, and I did not find the right option.
I will be grateful for help.
Comments
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You can change the Deal Won Time.
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Amit Sarda said:
You can change the Deal Won Time.
@Arletta just tagging you here to make sure you see the answer Amit gave
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Amit Sarda said:
You can change the Deal Won Time.
@Amit Sarda I tried to change the dates from the "Insights" level and also from the individual opportunity level.
There is no such option at all in the observations. There is a chance, but despite the fact that at its level, the new date is written in "Observations" it is no longer included ...
Can I have a screen from a place where editing is possible?
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Amit Sarda said:
You can change the Deal Won Time.
@Arletta - I find these confusing too. It is for this precise reason that I have set up my own analytics/dashboards for my clients using Tableau.
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Amit Sarda said:
You can change the Deal Won Time.
@Arletta I'll pass on the feedback. Easiest is to open the list view of your deals and make sure to include the "won time" column by clicking the cog wheel on the top right. Then you can adjust the dates to your needs.
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