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 ?
Aaron Douglass Bailey Posts: 50edited June 2021 #2
Apply a filter (there's a handy default one already there).
Or go to the 'list' or 'forecast' pipeline views:0
Hossein Mohsenian_8278 Posts: 83edited September 2021 #3
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).