Change Sales Opportunity Actual Creation Date (Sales Pipeline)

 

BigContacts now offers the option to manually change the Sales Opportunity date. Please note that this option is turned off by default. 

If you click on Pipeline in the left sidebar menu, then click on Show / Hide Fields, you will see this option and you are able to turn it on! 

 

When creating an Opportunity, you can change the creation date in the Actual Creation/Update date field.

You can also do this when you edit an Opportunity.

 

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

 

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