WON Deals

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Arthur Kallos
Arthur Kallos Member Posts: 2 VERIFIED MEMBER
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 Member Posts: 42 VERIFIED MEMBER
    First Comment
    edited June 2021 #2
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    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 Member Posts: 78 VERIFIED MEMBER
    5 Up Votes Name Dropper First Comment Photogenic
    edited September 2021 #3
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    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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