Change the close date

[racer514]

Hello,

I just started using ACT! and have a question. I use the dashboard to track the monthly sales. If I close an opportunity and need to make an adjustment, fix a mistake, or add a note, when I re-close it (Close-Won) it changes the Close Date to the current date and completely throws off my Monthly Sales figures. I just changed a part number (Product) for a sale I made last month and it re-closed it to this month and makes this month look better than it really is.

Please tell me there is a work-around for this. I have hours and hours into customizing this to my business.

Thanks.

 

[GLComputing]

Before clicking ok to close it, change the Close Date on the Opportunity Info tab.

Or sell the same stuff each month

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au

 

[racer514]

I so wish it were that simple. The moment I change it to "Close-Won" the close date automatically changes to the current date and greys out the screen so it cannot be changed back.

 

[GLComputing]

Change the Close Date after you change the setting to Close Won

I just tried this and it worked for me

Regards,
Mike Lazarus
ACT! Evangelist
GL Computing, Aust

http://www.GLComputing.com.au