Reopen an already won deal and mark it as won again

Matthias Willberg
Matthias Willberg Posts: 13
Second Anniversary Photogenic
edited July 27 in Sales CRM #1

Hi all,

How do you prevent reopening a deal that has already been won?

The possibility to reopen a deal from the last reporting period and mark it as won again allows to influence forecasts and evaluations.

Unfortunately, there is no way to restrict that by user rights.

Andri Annuka gave us a good tip to use automation to restrict won deals in visibility and make them only available to managers. This works, but then excludes normal users from the results.

Does anyone have an additional idea?

Thanks 

Matthias Willberg

Comments

  • Matthias Willberg
    Matthias Willberg Posts: 13
    Second Anniversary Photogenic
    edited February 2021 #2

    Meanwhile I got another good tipp from Bernd Auer: Using Automization we now send an email to the deal owner as soon as he reopens a deal, asking to make a short note why this deal was reopened. 
    We think it would lead to the needed avareness...

    Thanks to Bernd Auer and thanks to everyone spending thoughts about this topic.

  • Mike van der Valk
    Mike van der Valk Posts: 4,381 PIPEDRIVE PRODUCT MANAGER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 20 #3

    Hi @Matthias Willberg 

    There are unfortunately no ways to really prevent it from happening. @Bernd Auer and @Andri Annuka gave you good suggestions.

    So it's more about creating awareness it's happening and knowing why. And if it turns out it was an accident then no worries, you can always edit the "won time" back to the original dates.