Track Opportunity Close Date / Won Date (w/ ability to edit)
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Justin Showers
We need the ability to track (and edit) an Opportunity's close date (whether it's the date it's marked as Won, Abandoned, or Lost.)
This is critical for pipeline reporting, sales commissions or bonuses, reporting on KPIs, calculating demo-to-close rate, etc.
There are also plenty of use cases where there's the need not only to track the close date, but edit it:
EDIT ABILITY USE CASE #1: Sometimes a deal is closed but the Opp isn't updated right away. Without the ability to edit the date, the close date could be wrong.
EDIT ABILITY USE CASE #2: When migrating data from other systems or other "batch" situations where a bunch of historical Opp data is being inserted into HighLevel for recording keeping or reporting.
EDIT ABILITY USE CASE #3: We had incorrectly setup a "Stage" for Won Opps vs keeping track of that in the "Status". We fixed that structural issue and updated all the Won Opps via the correct "Status". If close date was tracked and there was no way to edit, all the close dates would be wrong.
UPDATE: I had to repost this Idea because HighLevel merged my original one with another Idea that was marked as complete ( https://ideas.gohighlevel.com/opportunities/p/opportunities-dates-more-than-just-date-created ), even though this Idea was not actually addressed in the change log. (Who knows how many great customer Ideas and details have been lost to his haphazard internal process. This seems to happen all the time with HighLevel Ideas for reasons unknown - maybe they have some sort of "Idea Cleanup" quota?) Of course the original idea I posted years ago lost all the upvotes and comments so that's great. Anyway, REPOSTING again!
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Andrew Ferreria
yes, urgent! we need to edit won date as well.
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Omer S
It seems they have no intention to give abil,ity to edit Won the and Lost date where it is quite essential especially when switching from HubSpotthe
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Josh Tagg
Could this be accomplished using a workflow and a custom field on the opportunity. Trigger = opportunity status changed - moved to won. Action = create or update opportunity - add field and choose close date and select current date.