Ability to adjust quote "won / loss" dates for accurate pipeline management

As we start off 2025, I am having my sales team look over any opportunities that are "not ready to buy", and revisit them. Either re-engage, or mark as lost. However, in order to better reflect our pipeline, I don't want all of our "lost" dates from last year, to show up in January. Currently, I can adjust the opportunity date. However, quote dates are fixed to the date that you make the changes.

Being able to adjust these dates would give me better visibility into our pipeline, making sure that our yearly numbers don't look tilted (like we lose all of the quotes in January for example).

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Upvoters
Status

New

Board
πŸ’‘

Feature Request

Tags

[CMP]_Opportunities

Date

About 1 year ago

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