How to update reports

Krister
Krister Posts: 1
Photogenic
edited May 2022 in Sales CRM #1

I have changed some deals to lost, but the report looks the same. How to update reports?

Comments

  • Andre Vill
    Andre Vill Posts: 138
    100 Comments Second Anniversary 5 Likes First Answer
    edited April 2022 #2

    Hi Krister! 

    I might take a minute or 10 to refresh up, haven't really tracked down what might be the cause.
    If after 10 minutes it still shows the same view, then you might have something mixed up in the filter.

  • Boris Tsibelman
    Boris Tsibelman Posts: 998
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited April 2022 #3

    There is a "save" button at the top of the page when you edit a report

  • RI
    RI Posts: 15
    10 Comments

    I have seen this take several hours or until the next day