I accidentally moved a deal to the wrong stage - how do I delete the movement history?
resolver
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?
I accidentally moved a deal to the wrong stage - how do I delete the movement history?
resolver
Hubspot Team, Filtering out the erroneously marked deal is NOT a correct solution. It removes that deal from the other parts of the funnel as well. What a bushleague suggestion.
I accidentally moved a deal to the wrong stage - how do I delete the movement history?
resolver
How does this post have an "accepted solution".. It's been 3 years and this poor design still exists. Why can't we delete deal activity, especially in events where a deal was moved by accident???
I accidentally moved a deal to the wrong stage - how do I delete the movement history?
resolver
I do not view this as an acceptable solution. This should be adjustable, maybe not by every user but at least by an admin. People make mistakes and it's very easy to put the deal into the wrong stage by one mis-click in the drop down list.
I accidentally moved a deal to the wrong stage - how do I delete the movement history?
resolver
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.
I accidentally moved a deal to the wrong stage - how do I delete the movement history?
resolver
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.
I accidentally moved a deal to the wrong stage - how do I delete the movement history?
resolver
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.