CRM

DijanaD
Mitglied

Deals - How to remove Wire Done

lösung

We accidentally marked 2 deals as wire done instead of closed lost.

 

We did close them after, but in reports, these 2 keep popping up as wire done, since they were marked as such at one point.

How do we remove this?

0 Upvotes
1 Akzeptierte Lösung
JustinPerkinsC
Lösung
Stratege/Strategin

Deals - How to remove Wire Done

lösung

Sadly if you are using history reporting which shows something progressing through each stage and status HubSpot does not today have the ability to "remove" or unflag something as moving into this level of the pipeline. 

Justin Perkins
Marketing Operations Manager
JPerkins@contractlogix.com
Contract LogixLinkedin

Lösung in ursprünglichem Beitrag anzeigen

0 Upvotes
3 Antworten
JustinPerkinsC
Lösung
Stratege/Strategin

Deals - How to remove Wire Done

lösung

Sadly if you are using history reporting which shows something progressing through each stage and status HubSpot does not today have the ability to "remove" or unflag something as moving into this level of the pipeline. 

Justin Perkins
Marketing Operations Manager
JPerkins@contractlogix.com
Contract LogixLinkedin
0 Upvotes
DijanaD
Mitglied

Deals - How to remove Wire Done

lösung

That's rather disappointing. 

Thanks for the quick response.

0 Upvotes
JustinPerkinsC
Stratege/Strategin

Deals - How to remove Wire Done

lösung

no problem, sorry I couldn't give good news on this one. It happens now and then to us as well when someone clicks into the incorrect stage in the process. 

Justin Perkins
Marketing Operations Manager
JPerkins@contractlogix.com
Contract LogixLinkedin