Changing the won time.
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. :-)
Comments
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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
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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
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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
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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:
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. :-(
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