I accidentally moved a deal to the wrong stage - how do I delete the movement history?

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New Contributor

I accidentally moved a deal to the wrong stage. I was able to move it to the correct one, but the pipeline history still shows it momentarily moving to the incorrect stage. Is there a way to delete this from the history?

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Accepted Solutions
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Community Manager

Hi @lauralee,

 

Currently there is no way to remove a portion of the deal history. 

 

Thanks,
Jenny


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5 Replies 5
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Community Manager

Hi @lauralee,

 

Currently there is no way to remove a portion of the deal history. 

 

Thanks,
Jenny


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Join regional conversations by changing your language settings !
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Occasional Contributor

Appreciate if this could be made a feature as a lot of times, team members do this by mistake making reports unreliable.

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Occasional Contributor

Second that!  I'm becoming very frustrated with the accuracy of our conversion reports. Being able to remove an incorrect stage from the deal history would go a long way to fixing this.

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New Contributor

Agree with the other commentators.  A momentary mistake can render HubSpot useless as a sales performance tracker if you pollute and can't remedy your own pipeline stats.

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New Contributor

I agree. I wish there was a solution for this. Currently what we are doing for clients is by creating a custom select property 'Remove from funnel' and then if something like this happens accidentally we select 'yes' from that custom property. Then in the funnel report we add a filter for such deals.

 

Not an elegant solution but couldn't think of anything else.

 

Ahmad Mushtaq
SohobyApps

Hubspot Solutions Provider

Jeddah, Saudi Arabia

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