Move closed won and closed lost from deals dashboardSOLVE
Apr 5, 2017 3:23 PM
Is there a way to move deals closed won or closed lost from the deal dashboard? I know I can filter; just wanted to remove them from current deal dashboard when looking at all deals.
Solved! Go to Solution.
Apr 21, 2017 7:16 PM
I recommend that you do create a filter - you can then always save that filter as a view and return to it whenever you want to.
Another solution might be to create a seperate pipeline for those deals - but moving all closed won deals to a different pipeline could really play havoc with your reporting so I'm not sure its really a solution.
Is that any help?