Manually changing 'Last Stage Change' date

Euan Taylor
Euan Taylor Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

Hi, we have recently updated a lot of old deals for the purpose of using pipedrive for reporting.

Because we moved a historical deal to the final stage of the pipeline it's showing as moved into that stage in May 2021.  In reality, this was an old deal that was completed in 2020.

My question: is there a way to manually change the date that this deal entered this stage in the pipeline as it is messing up our reports, making it look like this was a 2021 deal, not a 2020 one?

Thank you in advance for any advice.

Comments

  • Aaron Douglass Bailey
    Aaron Douglass Bailey Member Posts: 41 VERIFIED MEMBER
    10 Comments
    edited February 2022 #2

    you mention 'completed' in 2020. Is this actually a 'deal won' date you need to change? 

    if so, this is possible in pipedrive and would show correctly on performance reports. 

    'Date of entering stage' would only be possible to change via API. (for deal progression reports.)

  • Luis_57370
    Luis_57370 Member Posts: 2 VERIFIED MEMBER
    edited October 2021 #3

    you mention 'completed' in 2020. Is this actually a 'deal won' date you need to change? 

    if so, this is possible in pipedrive and would show correctly on performance reports. 

    'Date of entering stage' would only be possible to change via API. (for deal progression reports.)

    logistically how would that API change be done?

This discussion has been closed.