Opportunities dates - more than just "Date Created"
under review
l
lauren@zipleads.com.au
It would be fantastic for more options for opportunities dates rather than just "Date Created"If a lead fills in a form on a Sunday and an opportunity is created, but they get converted to a customer and won on a monday, they won't appear in this weeks report for opportunities closed won this week, as it was created in the last week.It also means that if an opportunity was created three weeks ago, and they move to a new pipeline stage this week, they won't appear in a report looking for people in that stageIt would be great to be able to create reports based on 1. State change date2. stage change date
HIGHLVL-I-4038
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V
Victor Machado
Please let us EDIT Won date of opportunitties
R
Rich Ribeiro
How about also adding an age indicator to the opp card?
M
Matheus Maia
Yes please let us modify the close date for an opportunity and it not only be when we drag it into the won bucket. Insane this isnt a thing!!!
D
Danny Garcia
Let us EDIT all dates please! And import historical records as well.
J
Jesse Aaron Raiz
Danny Garcia yes!
M
Matheus Maia
Danny Garcia Yes please we need to be able to add close dates in the past !!!! incredible how we cant change when a opportunity was closed
I
Iver Aune
Please make us able to set time frames like we can in the dashboard.
Sorting with start-date and end-date.
M
Michael Hole
I agree. Date tracking is very important for more sophisticated businesses using the pipeline. I'm having to leave a bunch of Hubspot data behind on Deals.
D
Danny Garcia
It’s not just seeing the dates, it is essential and critical to be able to enter a specific date, or change ALL dates. One more thing… It should have a projected closed date so that we can properly forecast as well
D
Danny Garcia
Pallavi Kothari this is essential - crm like salesforce allows this and it would allow us to create historical data as well. I even tried importing opp data with new dates but was unable to update opp dates using this method either.
A
Amrit Dhanraaj
The feature request from lauren@zipleads.com.au is much much needed especially when building widgets in dashboards to see opportunity closed dates.
J
Jeff Henry
any news on this, this is big for a lot of my clients, need to be able to filter out by custom date field options, like closing date etc.
A
Alexa Rosario
I've also noticed that there isn't a workflow action for custom fields tied to opportunities. This is super necessary for triggering actions based on what's happening in the opportunity.
J
Jeff Paro
Alexa Rosario and there are like 20 sep posts requesting this. If aggregated by moderator, would see it's highly requested.
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