CRM

DijanaD
Miembro

Deals - How to remove Wire Done

resolver

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 Me gusta
1 Soluciones aceptada
JustinPerkinsC
Solución
Colaborador líder

Deals - How to remove Wire Done

resolver

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

Ver la solución en mensaje original publicado

0 Me gusta
3 Respuestas 3
JustinPerkinsC
Solución
Colaborador líder

Deals - How to remove Wire Done

resolver

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 Me gusta
DijanaD
Miembro

Deals - How to remove Wire Done

resolver

That's rather disappointing. 

Thanks for the quick response.

0 Me gusta
JustinPerkinsC
Colaborador líder

Deals - How to remove Wire Done

resolver

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