[NEED] Ability to edit Opportunity Created Date
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Justin Showers
There are plenty of use cases where someone would need to edit the Opportunity's Created Date.
Here's one:
One of our Sales people is about to start using HighLevel and he needs to replicate his existing pipeline within, which will essentially be creating a bunch of new Opportunities. Without the ability to edit the “Created Date” for Opps to reflect when these actually came into his pipeline, our data/reporting thinks these were all created on the same day. We know when these Opportunities arose... we just have no way to import or change that date field.
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O
Omer S
We need to be able to edit WON and LOST dates.
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Lynn Bogaardt
Absolutely, so frustrating creating pipelines for clients with existing GHL accounts who switch over for various reasons or importing leads and all leads are jumbled. Not in chronological order. Can't get around it
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Adam Campbell
Yes to this! With the strides that have been made in the dashboard feature, much of our data is skewed and would be more powerful if we could manually override the opportunity created date.
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Chase L
This is a MUST considering most people are switching from a previous CRM and opportunities could be from 2-3 or more years back and completely skews the reporting by showing the created date as the day you do the bulk import. This is a major issue that needs to be addressed ASAP!
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Alex Wonnell
We definitely need this for our customers moving onto GHL from other CRMs! They need to carry in the original created on date for a list of imported conracts.
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Nico Stassart
We need this!
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Adam Campbell
Yes! We need the ability to update the "Won" or "Lost" date as well.
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Michael Hole
That's exactly what I was trying to work out how to do as well. Hopefully a feature soon.
D
Danny Garcia
We also need to be able to control every single state field for an opportunity, including editing them as needed. In addition, to be able to do forecasting, we need an expected close date field, or allow the won field to be labeled in the future and then build reports from this
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Pallavi Kothari
Merged in a post:
Add date to opportunity
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Elle Payne
Can we please have the option to add a date to an opportunity? I would love to transfer to this CRM and transfer over my old data but it needs to be backdated for accurate reporting
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