CRM

DijanaD
Membre

Deals - How to remove Wire Done

Résolue

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?

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1 Solution acceptée
JustinPerkinsC
Solution
Contributeur de premier rang

Deals - How to remove Wire Done

Résolue

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

Voir la solution dans l'envoi d'origine

0 Votes
3 Réponses
JustinPerkinsC
Solution
Contributeur de premier rang

Deals - How to remove Wire Done

Résolue

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 Votes
DijanaD
Membre

Deals - How to remove Wire Done

Résolue

That's rather disappointing. 

Thanks for the quick response.

0 Votes
JustinPerkinsC
Contributeur de premier rang

Deals - How to remove Wire Done

Résolue

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