You can hide or exclude sales from specific stages by activating the "Exclude" toggle.
When the exclude toggle is activated, all sales in that stage will be excluded from the:
- Sales board budget column
- Sales tab on the customer cards
- Forecast
Permission needed:
Administrator
Available in:
Available for all
Articles in this section
- Order interval in product settings
- How to create & edit a Product Bundle
- Product Bundles: Overview
- Can't preview PDF templates?
- How to create tiered pricing on products
- Adding products and product categories
- How to update multiple products
- How to exclude a sale from a stage
- How to create a custom Sales board
- Managing shared lists