Change date in the deal in a few clicks

Aug 6th, 2022
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01. Upload a document from your computer or cloud storage.
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04. Send, export, fax, download, or print out your document.

Change date in deal – work smarter with DocHub

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Whether you work with paperwork day-to-day or only from time to time need them, DocHub is here to assist you make the most of your document-based projects. This platform can change date in deal, facilitate user collaboration and create fillable forms and valid eSignatures. And even better, everything is kept safe with the top security standards.

Follow these simple steps to change date in deal with DocHub:

  1. Start by creating your account or begin your free trial.
  2. Add a deal that needs editing, or make it from scratch.
  3. Edit, secure, annotate, and make your document interactive with fillable fields.
  4. Find the tool from the top toolbar to change date in deal and apply it.
  5. Proofread your content to make sure it is correct.
  6. Click Download/Export to save your record.
  7. Click Share and send and select how you want to deliver your form to the recipients.

With DocHub, you can access these features from any location and using any platform.

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How to change date in the deal

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Below are some common questions from our customers that may provide you with the answer you're looking for. If you can't find an answer to your question, please don't hesitate to reach out to us.
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The Last activity date refers to the the last time a note, chat conversation, call, email, meeting, or task was logged for a deal. This is updated automatically by HubSpot and cant be edited.
Hi @Anonymous, The close date is the date that youd expect the deal to be moved to closed won. For example, if a company docHubed out to you about your products and services and they say that theyd like to purchase within the quarter, you would set this to Mar 31.
Days to close: the time between Create date and Close date. This can be used as a filter when building a custom single object report. Entered stage date [Stage ID]: the date the deal entered the stage. Exited stage date [Stage ID]: the date the deal exited the stage.
Changing the value of the deal When in the deal detail view, click on the value to begin editing. Once your new value is added, click Save for the value to be updated.
To change a deals won time in the list view, start by editing your columns to include won time. After you add the won time column, edit the date by clicking the pencil icon next to the won time value. Select your desired date from the calendar view, then click Save.
Deal push rate: this report shows you the number of deals whose close date changed per owner, team, or deal stage.
Last contacted: the timestamp from the most recent chat conversation, call, email, or meeting logged for this company. Last Engagement Date: the last date and time of one-to-one email opens and clicks, lead revisits, meeting bookings, and form submissions on the company record.
HubSpot CRM. Deals Closed Won is the total number of sales deals that have been successfully closed and won within a given time period, indicating the effectiveness of the sales team in converting potential customers into paying customers.

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