Hello All,
We have an issue affecting our sales reports. When a deal is moved to Termination, the close date is automatically changing to that day. This is skewing our closed-won data and making it difficult to accurately track our performance.
To resolve this, we need to ensure the close date for a terminated deal remains the original date it was closed-won. I also need to correct the close dates for all deals that have already been moved to termination.
Can you please help me with the following:
Stop the close date from automatically changing when a deal’s status is updated to “Termination.”
Provide guidance on how to fix the close dates for the deals that have already been terminated.
Thanks for your help!