Forgot to Update Deal Date? Here's How to Fix It
Missed updating a deal on its won date? Learn how to backdate it in Zendesk Sell for accurate records.
What should I do if I forgot to update a deal on the date it was won?
If you forgot to update a deal on the date it was won, you can backdate it by editing the deal details.
Go to the Deals page, select the deal you need to update, and click the Edit button. In the 'Moved to stage on' field, enter the correct date when the deal was actually won. After entering the new date, click Save to update the deal. This ensures your sales records are accurate and reflect the true timeline of your deals.
More related questions
How can I backdate a deal in Zendesk Sell?
To backdate a deal in Zendesk Sell, you need to edit the deal details after it has been moved to the Won stage. First, navigate to the Deals page and select the deal you wish to backdate. Click the Edit button, then find the 'Moved to stage on'…
Can I change the date a deal was moved to the Won stage in Zendesk Sell?
Yes, you can change the date a deal was moved to the Won stage in Zendesk Sell by backdating it. To do this, go to the Deals page and select the deal you want to modify. Click the Edit button, then update the 'Moved to stage on' field with the…
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