Track Opportunity Close Date / Won Date (w/ ability to edit)
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Justin Showers
We need the ability to track (and edit) an Opportunity's close date (whether it's the date it's marked as Won, Abandoned, or Lost.)
This is critical for pipeline reporting, sales commissions or bonuses, reporting on KPIs, calculating demo-to-close rate, etc.
There are also plenty of use cases where there's the need not only to track the close date, but edit it:
EDIT ABILITY USE CASE #1: Sometimes a deal is closed but the Opp isn't updated right away. Without the ability to edit the date, the close date could be wrong.
EDIT ABILITY USE CASE #2: When migrating data from other systems or other "batch" situations where a bunch of historical Opp data is being inserted into HighLevel for recording keeping or reporting.
EDIT ABILITY USE CASE #3: We had incorrectly setup a "Stage" for Won Opps vs keeping track of that in the "Status". We fixed that structural issue and updated all the Won Opps via the correct "Status". If close date was tracked and there was no way to edit, all the close dates would be wrong.
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S
Sales & Marketing
Merged in a post:
Modify Opportunity Won Date
J
Jacob Armbrester
I am integrating from another CRM/Pipeline management software because GoHighLevel is much more in depth with automations and integrations. However, because I have been in business for 5 years I want to also add in all of my previous closed opportunities so that I can compare data across months and years, not just new sales that I get while a part of GHL (payments happen outside of GHL)
When I add old opportunities that are WON, the date that I add them is the date that they are won, completely messing up my data...
Similarly, if a deal closes on 1/31 but doesn't get marked until 2/1, now the data for January and February are messed up.
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Eden Brownlee
GHL Team - there are many requests for this now across multiple threads - there are similar works in 'planning' this should be folded in at that time eg: https://ideas.gohighlevel.com/opportunities/p/modify-opportunity-won-date
And many more
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Eden Brownlee
GHL Admin - what is going on here can we get an update- this does not seem like a big ask? its a very simple requirement. GHL Admin GHL Team
There are also multiple other requests for this across many other threads.
P
Pallavi Kothari
Merged in a post:
Track Opportunity Close Date / Won Date (w/ ability to edit)
J
Justin Showers
We need the ability to track (and edit) an Opportunity's close date (whether it's the date it's marked as Won, Abandoned, or Lost.)
This is critical for pipeline reporting, sales commissions or bonuses, reporting on KPIs, calculating demo-to-close rate, etc.
There are also plenty of use cases where there's the need not only to track the close date, but edit it:
EDIT ABILITY USE CASE #1: Sometimes a deal is closed but the Opp isn't updated right away. Without the ability to edit the date, the close date could be wrong.
EDIT ABILITY USE CASE #2: When migrating data from other systems or other "batch" situations where a bunch of historical Opp data is being inserted into HighLevel for recording keeping or reporting.
EDIT ABILITY USE CASE #3: We had incorrectly setup a "Stage" for Won Opps vs keeping track of that in the "Status". We fixed that structural issue and updated all the Won Opps via the correct "Status". If close date was tracked and there was no way to edit, all the close dates would be wrong.
UPDATE: I had to repost this Idea because HighLevel merged my original one with another Idea that was marked as complete ( https://ideas.gohighlevel.com/opportunities/p/opportunities-dates-more-than-just-date-created ), even though this Idea was not actually addressed in the change log. (Who knows how many great customer Ideas and details have been lost to his haphazard internal process. This seems to happen all the time with HighLevel Ideas for reasons unknown - maybe they have some sort of "Idea Cleanup" quota?) Of course the original idea I posted years ago lost all the upvotes and comments so that's great. Anyway, REPOSTING again!
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Pablo Oreste
We need this!
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Pablo Oreste
WE NEED THIS! This will help customers migrate from other platforms to ghl
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Rei Rolim
Changing the win date is a necessity in migration projects from platforms like Pipedrive, Hubspot, RD Station, and others. Many customers also request the ability to change the win date to make adjustments when a salesperson forgets to win an opportunity.
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Bruno Cedro De Lima
Its really important to have a good report. Won date shoud be editable
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Andrew Ferreira
yes, urgent! we need to edit won date as well.
B
Brady Bell
Really wish we could update the won date.
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