Completed Deal
By: Stephen Feldman
When entering new deals you should be able to change the won date to a date in the past. I am entering investments that we have made over the last year and including the anticipated close date as the date it actually closed. When you save it, the date defaults to the day the deal was created.
13
votes
charlene
shared this idea
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Austin Ginder commented
Agreed. This would allow me to manually import deals from my previous CRM.