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Do you know if when you close a deal in one pipeline and open a new deal in another pipeline using the automations, does it keep all the date in the first pipeline even though it was the 'copied' deal that was closed? I don't want to lose that data when it comes to reporting.

Mike van der Valk · Accepted Answer

@Justin Stephens since you're creating a new deal technically statistics on that deal are not copied over to the new deal. But since the original deal stays in the original pipeline and is c...

Do you know if when you close a deal in one pipeline and open a new deal in another pipeline using the automations, does it keep all the date in the first pipeline even though it was the 'copied' deal that was closed? I don't want to lose that data when it comes to reporting.

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Do you know if when you close a deal in one pipeline and open a new deal in another pipeline using the automations, does it keep all the date in the first pipeline even though it was the 'copied' deal that was closed? I don't want to lose that data when it comes to reporting.

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