CRM

WSnapp
Member

Deals: Close Date Blank - HELP

SOLVE

HELP! 

 

The "Close Date" field in my Sales Pipeline has gone blank!  

 

I am freaking out as it's killing our reporting for end of Q2 and beyond.  

 

I've gone through 50+ deals and updated the close date.  I get the "Success" notification.   Then when I go back to the Sales Pipeline view, it is still blank.  Going back into the Deal record, it's back to showing blank.

 

I NEED HELP!!

2 Accepted solutions
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Deals: Close Date Blank - HELP

SOLVE

Hey @WSnapp 

you can check this things up:

- if you are not using another custom property called similarly

- if you don't have a workflow clearing this date out (go to any record, click on the history of this property and see the values it shows and it was modified)

- Check any standard setting setting this property

Screenshot 2024-07-16 at 10.46.36.pngScreenshot 2024-07-16 at 10.46.56.pngScreenshot 2024-07-16 at 10.47.15.png

Hope this helps

Let me know how it goes

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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View solution in original post

himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Deals: Close Date Blank - HELP

SOLVE

Hi @WSnapp,

  1. Check for any workflows or integrations that might be causing the close dates to be removed automatically. Review the property history of affected deals for clues.
  2. Examine your deal stage settings, especially the "Qualified" stage. If it has a "Won" deal probability, this could trigger the removal of close dates when deals move to that stage. Assign a different probability instead.
  3. Consider setting the close date as a required conditional stage property for the "Qualified" stage to prevent it from being left empty.
  4. If the issue persists, reach out to HubSpot support for further investigation and guidance on additional settings changes to prevent close dates from disappearing.
  5. Ensure your team is aligned on when to set close dates, how far out they should be set, and when deals should be marked as "Closed Won" or "Closed Lost".

    Best regards, 

Digital Marketing & Inbound Expert In Growth Hacking Technology

View solution in original post

0 Upvotes
3 Replies 3
himanshurauthan
Solution
Thought Leader | Elite Partner
Thought Leader | Elite Partner

Deals: Close Date Blank - HELP

SOLVE

Hi @WSnapp,

  1. Check for any workflows or integrations that might be causing the close dates to be removed automatically. Review the property history of affected deals for clues.
  2. Examine your deal stage settings, especially the "Qualified" stage. If it has a "Won" deal probability, this could trigger the removal of close dates when deals move to that stage. Assign a different probability instead.
  3. Consider setting the close date as a required conditional stage property for the "Qualified" stage to prevent it from being left empty.
  4. If the issue persists, reach out to HubSpot support for further investigation and guidance on additional settings changes to prevent close dates from disappearing.
  5. Ensure your team is aligned on when to set close dates, how far out they should be set, and when deals should be marked as "Closed Won" or "Closed Lost".

    Best regards, 

Digital Marketing & Inbound Expert In Growth Hacking Technology
0 Upvotes
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Deals: Close Date Blank - HELP

SOLVE

Hey @WSnapp 

you can check this things up:

- if you are not using another custom property called similarly

- if you don't have a workflow clearing this date out (go to any record, click on the history of this property and see the values it shows and it was modified)

- Check any standard setting setting this property

Screenshot 2024-07-16 at 10.46.36.pngScreenshot 2024-07-16 at 10.46.56.pngScreenshot 2024-07-16 at 10.47.15.png

Hope this helps

Let me know how it goes

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Deals: Close Date Blank - HELP

SOLVE

Hi @WSnapp,

 

What do you see when you open the property history for the close date on an affected deal? https://knowledge.hubspot.com/records/view-record-property-history

 

Please share a screenshot.

 

Best regards

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

Beratungstermin mit Karsten vereinbaren

 

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