CRM

DijanaD
メンバー

Deals - How to remove Wire Done

解決

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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JustinPerkinsC
解決策
トップ投稿者

Deals - How to remove Wire Done

解決

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

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3件の返信
JustinPerkinsC
解決策
トップ投稿者

Deals - How to remove Wire Done

解決

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 いいね!
DijanaD
メンバー

Deals - How to remove Wire Done

解決

That's rather disappointing. 

Thanks for the quick response.

0 いいね!
JustinPerkinsC
トップ投稿者

Deals - How to remove Wire Done

解決

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