WON Deals

Arthur Kallos
Arthur Kallos Posts: 2
edited July 2022 in Business Talk #1

Hi, when i mark a deal as won, I notice it comes off my pipleine, but how do i access won deals should i wish to review these ?

 

#dealswon

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  • Aaron Douglass Bailey
    Aaron Douglass Bailey Posts: 50
    Elite Solution Provider
    edited June 2021 #2

    Apply a filter (there's a handy default one already there).  

    image

     

    Or go to the 'list' or 'forecast' pipeline views:

    image
  • Hossein Mohsenian_8278
    Hossein Mohsenian_8278 Posts: 83
    10 Comments Second Anniversary Name Dropper Photogenic
    edited September 2021 #3

    Hi Arthur

    You can always search a deal by deal number. 

    Alternatively you can have another pipeline and keep the won ones (and have other stages if there is any after deal won).

    Cheers,

    Hoss

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