Hi, thank you for the reply. Unfortunately this is not what I am trying to do, I am aware of the filters. Your answer essentially just empties out that stage. I just want to hide older ones and keep recent newer deals in the pipeline. I am looking for a hide button. If i filtered out this stage of the pipeline that gets rid of all deals. If there is a way to filter them out by date it would essentially be the same thing.
No 'hide button'. However, we can always additionally filter on close date which auto-updates to the current date when a deal is moved to a close stage.
'Close date is after 12/31/2018' will only show deals with close dates in 2019.
As you know, filtering by close date will impact all deals -- i.e., closed AND open deals. An alternative, would be to build a custom deal status -- e.g., Active -- and use that status for all active deals. In essence, a 'button' that isn't date dependent.
I don't want to delete the deal or change the deal to archived. I need it to remain eitherlost or won.
I don't want all won or lost deals to be hidden as this also defeats the purpose.
I also can't use the suggestion above of putting in a static date as this again will still get full over time.
Instead I want a filter to show only deals that were won or lost in the last 30days and the rest to be hidden. Happy to use a filter if it can hide al dealls that have be lost or won more than 30days ago. OR Only show deal lost/won this month.
I can't believe this feature doesn't exist. You don't want a salesperson to see the 1,000s of deals they've lost, you just want them looking at active stages. Having a view of a pipeline without Closed Won and Closed Lost is a basic, fundamental sales tool
In my opinion, having Closed Won/Closed Lost as a stage rather than an independent status doesn't really make sense in general. At the very least, this would be an improvement though.
