How to control 'won' date with 2 'won' stages

[PayDock]

Hi community,

Wondering if anyone might have any suggestions on how to solve our problem below.

With our product, there are 2 stages of ‘won’ as we are a software company with a lengthy onboarding/integration time.

• 1st stage of won: won & contract signed/account activated in system (but not paying yet)
• 2nd stage of won: account activated in system & paying (full activation)

We’ve now found that anytime we move a deal from the first stage of won, to the second stage of won - it will update the close date through an automatic ‘pop up’ that appears. We would like the close date to stay the same as the original won date as registered at the 1st stage of won.

How might we be able to do this whilst keeping both stages of ‘won’? Potentially by disabling the automatic pop up that appears when you move a deal from the 1st won stage to the 2nd?

Screenshots attached for reference.

[edjusten]

Hi @PayDock What you are trying to do here is not possible at this time. The prurpose of the CRM is to keep track of your deals and project and keep track of your revenue through the month. There has to be a dsignated stage that says “This deal is complete and the revenue is now coming in”. When you mark the Closed/Won stage, the CRM will trigger that full revenue amount for the revenue dashboards. Since you don’t realize revenue till the second stage, I would designate that as the actual Closed/Won stage, and call the previous stage soemthing else and give it a 90% win probability. You clould also eliminate the second stage and track it elsewhere.

Ed

[PayDock]

Hi @edjusten, thanks for your help.