Solve360 Discussion Forums

Backlogging opportunities

Jan 06, 2010 05:46am adrian@vm Lyncean 354 posts	be great to be able to add old won/lost opportunities to create a clearer picture of how business is doing. for example, art gallery adopts solve360 and wants to log all clients and what they’ve bought (and thus what they might buy in the future) - at the moment, you can only log opportunities that are upcoming. be great to just be able to log the date in hindsight for new adopters (and old one’s who forgot a few things come tax season!)

Jan 06, 2010 07:47pm Engineering SpecialOps Administrator 4121 posts	Thanks for the tip, I presume simply allowing a user to backdate the Expected closing value would do the trick? PS: Soon you will be able to add your own custom fields to the activity (e.g. sold date), but don’t tell anyone, it’s not announced yet ;)

Jan 07, 2010 03:02am adrian@vm Lyncean 354 posts	yeah that would do it :D your secret’s safe with me!

Jan 08, 2010 02:42pm Engineering SpecialOps Administrator 4121 posts	The change is in, you’ll see it in the next update. Thanks for the tip.