Changing the won time.

Options
Agnieszka Lasoń-Kurzela
Agnieszka Lasoń-Kurzela Member Posts: 3
Photogenic First Anniversary
edited July 2022 in Sales CRM #1

Hello, 

Does anyone know if there is a possibility to change the "won" date after a deal has been marked as won and the won time has been assigned automatically?

Thank you for your help. :-)

Tagged:

Comments

  • Markus Funk
    Markus Funk Member Posts: 111
    First Anniversary 5 Likes 5 Up Votes Name Dropper
    edited March 2022 #2
    Options

    Hi Angniezka, 

    go to your Pipeline from which the deal was won. Change to list view. Create a filter that shows only won deals. The you can edit the Deal Won Date. 

    Hope that helps

    Markus

  • Agnieszka Lasoń-Kurzela
    Agnieszka Lasoń-Kurzela Member Posts: 3
    Photogenic First Anniversary
    edited February 2022 #3
    Options
    Markus Funk said:

    Hi Angniezka, 

    go to your Pipeline from which the deal was won. Change to list view. Create a filter that shows only won deals. The you can edit the Deal Won Date. 

    Hope that helps

    Markus

    Hi Markus,

    thank you for your help. Unfortunately, when I follow your instructions, I get a chart displaying the deal won date, but without the possibility of editing it. Perhaps, this might depend on the type of account my company has purchased?

    Agnieszka

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 845
    5 Likes First Anniversary First Answer Combo Breaker
    edited March 2022 #4
    Options
    Markus Funk said:

    Hi Angniezka, 

    go to your Pipeline from which the deal was won. Change to list view. Create a filter that shows only won deals. The you can edit the Deal Won Date. 

    Hope that helps

    Markus

    The filtered list view would not give you a chart

     

    Take a look at https://support.pipedrive.com/en/article/list-view

  • Agnieszka Lasoń-Kurzela
    Agnieszka Lasoń-Kurzela Member Posts: 3
    Photogenic First Anniversary
    edited February 2022 #5
    Options
    Markus Funk said:

    Hi Angniezka, 

    go to your Pipeline from which the deal was won. Change to list view. Create a filter that shows only won deals. The you can edit the Deal Won Date. 

    Hope that helps

    Markus

    Hi Boris,

    Thank you for your help. I checked the link you enclosed, and discovered that I can change the won date through the bulk edit in the list view. Unfortunately after having followed the procedure, I ended up with this message:

    image

    Also, when I hover over the fields in the list view, I can see a pencil next to the entries in the Title and Email columns, but not in the Won time column. :-(

Categories