Deal Detail Reports showing deals that don't match the filters

Liz Hickey
Liz Hickey Member Posts: 1
edited March 2022 in Sales CRM #1

I have a filter set up that pulls a list of all deals that entered a particular stage for a particular time period e.g. Date of entering stage > Lead Triage > is > This Quarter.

The report pulls deals that have never been in that stage, it was created with a different stage. Does any one know why?

Also, does this mean when I look at the Deal Progress Insights report that deals that never entered a stage are still counted?
 

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Comments

  • Kreete K
    Kreete K Moderator Posts: 360
    Third Anniversary 100 Comments 25 Likes 5 Answers
    CUSTOMER SUPPORT
    edited March 2022 #2

    Hi Liz! 

    In this case, I would ask you to reach out to our official support team via in-app chat or email [email protected]. With some screenshot examples and further details of your account they can help understand what is happening. Thank you!