Change Sales Opportunity Actual Creation Date (Sales Pipeline)

Sales doesn’t always follow a perfect timeline. A deal might start with a casual conversation, a follow-up weeks later, and then finally make it into your CRM. But your sales data can feel off if your pipeline only reflects when an opportunity was added, not when it actually started.

Maybe you onboarded a new sales rep and they’re logging past deals. Or you’re tracking a deal that started months ago but was only just added to the system. Reports become misleading without the correct opportunity creation date, and forecasting gets tricky.

That’s why BIGContacts now lets you manually change the actual creation date of an opportunity so your pipeline reflects the real timeline of your deals.

Why This Matters for Your Sales Team

• Accurate sales tracking – Aligns opportunity data with the actual deal timeline.
• Better forecasting – Helps managers predict revenue based on when deals truly started.
• Less manual work – No more adjusting reports to account for backdated deals.

A well-managed pipeline means better decision-making, more accurate sales insights, and smoother deal tracking. With this feature, BIGContacts ensures your pipeline reflects reality—not just when data was entered.

How to Enable Date Editing in Your Sales Pipeline

By default, the option to edit opportunity dates is turned off. Here’s how to enable it:

1. Click Pipeline in the left sidebar.
2. Select Show / Hide Fields in the top-right corner.
3. Find Actual Creation/Update Date and toggle it ON.

Once enabled, users can adjust opportunity creation dates manually.

How to Edit the Actual Creation Date of an Opportunity

When Creating a New Opportunity

1. Open the Pipeline and click Add Opportunity.
2. Fill in the details.
3. Scroll to Actual Creation/Update Date and enter the correct date.
4. Click Save to confirm.

When Editing an Existing Opportunity

1. Go to the Pipeline or a contact record.
2. Click on the opportunity you want to edit.
3. Select Edit, then update the Actual Creation/Update Date field.
4. Save your changes.

You can change the creation date in the Actual Creation/Update date field when creating an Opportunity.

To learn more about Sales Opportunities and the Sales Pipeline, please visit: Sales Opportunities and the Sales Pipeline