CRM

RHoldenZNA
Membre

Accidently moved ALL deals to "closed lost" Help!

Résolue

My intent was to filter "open" deals before December 1, 2021, then would moved to "closed - lost". Unfortunately I forgot to ad deal status to the filter, so I actually moved ALL deals to "closed - lost" .... How can I reverse this???

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1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Accidently moved ALL deals to "closed lost" Help!

Résolue

Hi @RHoldenZNA,

 

Have you read through the whole tutorial? You're not filtering by deal owners here. You're exporting the Deal stage history of all deals, then narrowing down the export file to those deals affected, then re-importing the correct values.

 

You need to export the Deal stage property history.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Accidently moved ALL deals to "closed lost" Help!

Résolue

Hi @RHoldenZNA,

 

HubSpot doesn't have an "Undo" button, unfortunately, but you can access the previous value for Deal stage, export it, and re-import it as the new latest value.

 

There is a great step-by-step tutorial here: Reverting Bulk Property Changes by Importing Historical Property Values

 

Let me know if you get stuck at any stage of the tutorial.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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RHoldenZNA
Membre

Accidently moved ALL deals to "closed lost" Help!

Résolue

OK, I've run into a problem. I should have clarified that I am the Super Aministrator for the account. But the deals that were changed were for another User, not my own. When I follow instructions to go Settings>Properties it only allows me to choose my own accounts. ??

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Accidently moved ALL deals to "closed lost" Help!

Résolue

Hi @RHoldenZNA,

 

Could you specify which step you're referring to? (They're numbered.)

 

As a super admin, you should be able to see everything. Under Settings > Properties, you should see the Deal stage property, make sure to select the deal object in the dropdown above.

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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RHoldenZNA
Membre

Accidently moved ALL deals to "closed lost" Help!

Résolue

Here. Hopefully this helps. When I select Users, it is only my name.

 

RHoldenZNA_0-1642171098053.png

 

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karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Accidently moved ALL deals to "closed lost" Help!

Résolue

Hi @RHoldenZNA,

 

In the search field, you should enter "Deal stage", make sure that the filter to the left of it is set to "Deal properties", not "Contact properties". The users filter should stay "All users".

 

The search should then return your "Deal stage" property.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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RHoldenZNA
Membre

Accidently moved ALL deals to "closed lost" Help!

Résolue

Below is a photo of my actual account. ?? I have a team of 5 including myself, none of them show up.

 

RHoldenZNA_0-1642171521110.png

 

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karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Accidently moved ALL deals to "closed lost" Help!

Résolue

Hi @RHoldenZNA,

 

Have you read through the whole tutorial? You're not filtering by deal owners here. You're exporting the Deal stage history of all deals, then narrowing down the export file to those deals affected, then re-importing the correct values.

 

You need to export the Deal stage property history.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

RHoldenZNA
Membre

Accidently moved ALL deals to "closed lost" Help!

Résolue

Karsten you da man. Problem solved!

karstenkoehler
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Accidently moved ALL deals to "closed lost" Help!

Résolue

Happy to hear that it's resolved. Enjoy the weekend, @RHoldenZNA!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes
RHoldenZNA
Membre

Accidently moved ALL deals to "closed lost" Help!

Résolue

Excellent! I'm on it, I'll keep you posted. Thanks for the quick help!

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