Close date in opportunities

Hello, last week I entered an opportunity as WON and is did track this as close on the day I put it in WON. I am wondering if this is a glitch because it usually does this automatically.

If it does not close it on the day i won, it does not pick it up on my reports for won.

Can someone help me with this please.

 

Many thanks,

Celine

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1 Comments

  • Hi Celine,

    When updating the status of an Opportunity to "won" you will be prompted to identify a "close date."  There is a check box you can select when winning the Opportunity which will automatically update the close date to today's date. 

    I hope that helps!

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