How do I backdate opportunities?
Updated: Sat, Jan 28th, 2017 @ 1:54pm
Forgot to update an Opportunity you won last week? No worries! With Kinesto, you can easily backdate your Opportunities in order to ensure reporting accuracy.
In order to backdate a Opportunity, first select the Opportunity you'd like to edit. Select the field you would like to edit and select a previous date, then hit save. That's it! Your Reports will automatically update to reflect the new date.
Tags: CRM, CRM (Customer Relationship Management), Custom Forms, Customization, Opportunities, Opportunity Management