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?
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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!!!
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Üye Ol| İlgili Gönderiler | Cevaplar | Görünümler | Aktivite | |
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Create Mutlipile Pipelines
Çözüldü
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2
Mar 25
|
2832 | |
|
1
Nis 24
|
3534 | ||
|
2
Ara 22
|
12223 | ||
|
1
May 22
|
3464 | ||
|
1
Şub 22
|
2350 |
