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.
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B
Brady Bell
Really wish we could update the won date.
V
Vicki Watson
Yes! We need the ability to EDIT the won date as our clients mark won in batches and might do those won in February all at once the first week of March. They will count as won for the wrong month. This update is greatly needed!
D
Dustin Bosscher
How is this not a thing already? Every other free tool out there shows a history of changes to a ticket/item in a pipeline..