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JohnnyTargaryen
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Member since ‎Dec 28, 2016
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JohnnyTargaryen on December 28, 2016
We use deals to manage our opportunity pipeline. When a new deal closes, we mark it closed won. If it churns, we don't know what to do. If you move the deal to closed lost, you can no longer look back retrospectively and get an accurate picture of read more
Participant
January 03, 2017
Thanks, y'all. Good ideas, my concern is that moving deals out of closed won or lost once they should be there throws off the reporting. As does crea...read more
Solved
JohnnyTargaryen on December 28, 2016
We use deals to manage our opportunity pipeline. When a new deal closes, we mark it closed won. If it churns, we don't know what to do. If you move the deal to closed lost, you can no longer look back retrospectively and get an accurate picture of read more
Participant
January 03, 2017
Thanks, y'all. Good ideas, my concern is that moving deals out of closed won or lost once they should be there throws off the reporting. As does crea...read more
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