Can you change the Deal Close Date???

Adrian Rich
Adrian Rich Member Posts: 1 VERIFIED MEMBER
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???

Answers

  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,592 VERIFIED MEMBER
    Fourth Anniversary 250 Likes 25 Answers Photogenic
    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: 150 VERIFIED MEMBER
    Fourth Anniversary Solution Provider Photogenic First Comment
    edited May 2022 #3

    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 VERIFIED MEMBER
    Second Anniversary First Comment

    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: 164 VERIFIED MEMBER
    Third Anniversary 25 Up Votes 100 Comments 25 Likes

    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 :

    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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