How to Backdate Deals in Zendesk - Frequently asked questions
Explore common questions about backdating deals in Zendesk. Learn how to adjust deal dates, understand limitations, and troubleshoot issues effectively.
Frequently asked 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'…
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…
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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