Close date changes after deal is moved to termination

[Hatim1]

Hello All,

We have an issue affecting our sales reports. When a deal is moved to Termination, the close date is automatically changing to that day. This is skewing our closed-won data and making it difficult to accurately track our performance.

To resolve this, we need to ensure the close date for a terminated deal remains the original date it was closed-won. I also need to correct the close dates for all deals that have already been moved to termination.

Can you please help me with the following:

1. Stop the close date from automatically changing when a deal's status is updated to "Termination."

2. Provide guidance on how to fix the close dates for the deals that have already been terminated.
   
   

Thanks for your help!

[karstenkoehler · Accepted solution]

Hi @Hatim1,

Navigate to Settings → Objects → Deals → Pipelines → Automate. Here you can turn off close date automation:

If you want to revert the previous values, you can find a tutorial here: https://community.hubspot.com/t5/Tips-Tricks-Best-Practices/Reverting-Bulk-Property-Changes-by-Impor...

There is a private beta 'Restore Property Edits for Bulk Changes' but this is enterprise only.

Alternatively, check deals one by one: https://knowledge.hubspot.com/records/view-record-property-history

Best regards!