Hello Biginners!
Keeping your CRM data accurate is crucial for any business- big or small. One key aspect is ensuring that closing dates for deals are always up to date. Why? Because if a deal is closed but not updated, your dashboards and reports would not reflect the real picture. This can impact your weekly, monthly, and yearly analysis.
For example:
A salesperson closes a deal but forgets to update the closing date.
Specific type of deals where the customers request for an extension of trial or need more time to decide on the purchase.
A team member working on multiple leads leaves the company without updating their records properly.
In this video, we'll guide you step-by-step on how to bulk update multiple deals with overdue closing dates to an upcoming date, helping you keep your Bigin data clean.
Watch the video here: https://youtu.be/xx41XonRCrs
Got questions? Feel free to post them here! And if you have topics you'd like me to cover in upcoming #BiginnersTips videos, I'd love to hear your suggestions.