[NEED] Ability to edit Opportunity Created Date | Voters

[NEED] Ability to edit Opportunity Created Date

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.

November 18, 2022

Nico Stassart

We need this!

Adam Campbell

Yes! We need the ability to update the "Won" or "Lost" date as well.

Michael Hole

That's exactly what I was trying to work out how to do as well. Hopefully a feature soon.

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

Pallavi Kothari

Merged in a post:

Add date to opportunity

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

May 29, 2024

Gene Austin

Ditto. We shouldn't have to use a spreadsheet to be able to see when the contacts/opportunities were actually created when migrating from another CRM

Jack Arturo

Agreed! Needs support over the API as well. At the moment we are getting an error "property createdAt should not exist".

Sam Buckley

Completely agree - every client we have I need to recreate opportunities from their previous crm and all clients want to be able to show the date opportunity created as the same as it was in the old crm. It throws out all the reporting in the new crm and is much needed. When I bulk create opportunities from the contact data I import, I need to be able to use a custom field (date opportunity created) and use the field placeholder in a this place

Richard Walsh

Agreed - In almost every crm I have designed solutions around, this is something that is lacking completely in all these tools. The ability to set the create date. I find it very odd, and it creates a monster of a mess when trying to create historical reporting.
I'd love to see the ability to set create date on Contacts, Companies, and Opportunities. So we can have proper historical reporting when migrating data from other systems.
After thousands of migrations from Salesforce to HubSpot, neither of these platforms have this capability.

Eden Brownlee

Agreed - need to also be able to import from pipedrive into their CRM's in general. There seems no way to do this meaning we will be losing years of valuable relationship data

→