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
- Contabilitate
- Inventar
- PoS
- Project
- MRP
Această întrebare a fost marcată
1
Răspunde
3495
Vizualizări
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!
Înscrie-te| Related Posts | Răspunsuri | Vizualizări | Activitate | |
|---|---|---|---|---|
|
Create Mutlipile Pipelines
Rezolvat
|
|
2
mar. 25
|
2840 | |
|
1
apr. 24
|
3541 | ||
|
2
dec. 22
|
12237 | ||
|
1
mai 22
|
3473 | ||
|
1
feb. 22
|
2351 |
