Our year just ended and we have started new financial year. We need to archive the closed deals of the year ended and want to see only deals closed in the new FY. how can I achieve this?
Odoo is the world's easiest all-in-one management software.
It includes hundreds of business apps:
- CRM
- e-Commerce
- Účetnictví
- Sklad
- PoS
- Project
- MRP
This question has been flagged
1
Odpovědět
3496
Zobrazení
The fastest way is to go to the pipeline view in List View mode, filter the records based on Won or Lost status, select all of them and click on Archive in the Action menu.
Fantastic! Thanks Paresh, this worked like magic!!!
Enjoying the discussion? Don't just read, join in!
Create an account today to enjoy exclusive features and engage with our awesome community!
Přihlásit se| Related Posts | Odpovědi | Zobrazení | Aktivita | |
|---|---|---|---|---|
|
Create Mutlipile Pipelines
Vyřešeno
|
|
2
bře 25
|
2846 | |
|
1
dub 24
|
3548 | ||
|
2
pro 22
|
12240 | ||
|
1
kvě 22
|
3474 | ||
|
1
úno 22
|
2352 |
