Can you change the Deal Close Date???

Adrian Rich
Adrian Rich Member Posts: 1
edited April 2023 in Sales CRM #1

We fell behind on data entry and "closed" several deals after the fact.  And then that became the "deal close" date vs. allowing us to edit to the actual day that the deal closed.  Can we fix that???

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Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,535
    First Anniversary First Answer 5 Up Votes 5 Likes
    edited May 2022 #2

    You can change the Won time or Lost time and hopefully, the deal close date will be automatically updated.

     

    If you have any questions, don't hesitate to reach out.

    Amit Sarda (https://community.pipedrive.com/user/amitsarda)

  • Marco Govoni
    Marco Govoni Member Posts: 149
    First Anniversary 5 Up Votes 5 Likes Name Dropper
    edited May 2022 #3
    Amit Sarda said:

    You can change the Won time or Lost time and hopefully, the deal close date will be automatically updated.

     

    If you have any questions, don't hesitate to reach out.

    Amit Sarda (https://community.pipedrive.com/user/amitsarda)

    Hi, how can I change Close date field on a deal?

  • Matti Tossavainen_40158
    Matti Tossavainen_40158 Member Posts: 3
    First Anniversary First Comment
    #4

    When marking a deal as Lost, the date is set at the current date. We would like to manage the deals in order to mark the actual lost dates other than current date. However, to my understanding this is not possible.

  • Lucas MAGNE
    Lucas MAGNE Member Posts: 163
    First Anniversary First Comment 5 Likes 5 Up Votes
    #5

    Hi Matti,

    When you marked a deal as lost, in the custom fields of the deal, a new field will appear "Lost time".

    After that, you can easily modify this date in function of the real lost date and not the current date as below :

    image.png

    I hope this explanation answers your question!

    Do not hesitate to come back to me if necessary.

    Have a great day ! 👋

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