Deal goes in to Forecast instead of showing in Pipe Line

Laura_42452
Laura_42452 Member Posts: 1 VERIFIED MEMBER
edited May 2022 in Sales CRM #1

When I move a deal that has been won into a new pipeline why does it only show in forecast, how can I get it to show in the new pipeline?

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  • Aaron Douglass Bailey
    Aaron Douglass Bailey Member Posts: 41 VERIFIED MEMBER
    10 Comments
    edited September 2021 #2

    Apply a filter to show 'won' deals in the pipeline view. like this:

    image
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