WON Deals

Arthur Kallos
Arthur Kallos Member 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 ?





  • Aaron Douglass Bailey
    Aaron Douglass Bailey Member Posts: 43
    First Comment
    edited June 2021 #2

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



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

  • Hossein Mohsenian_8278
    Hossein Mohsenian_8278 Member Posts: 78
    5 Up Votes Name Dropper First Comment 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).