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Remove data from pipelines when a contact is removed
已于 2022年6月07日 发布
I created several test leads to see how data was recorded as I moved these leads through the sales pipeline. I then deleted these test leads on the assumption that the statistics generated by these leads would also be deleted.
The problem is that these stats are still recorded and I can't delete or filter them in the sales pipeline, so they skew the real data.
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3 条评论
Wojciech Smajda
Hi! Changes won't populate immediately you should see changes within 8 to 24h in your reports
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Shaun Chapman
Wojciech Smajda 8–24h seems a long time to wait in order to have accurate reports. Maybe there could be a way to refresh a specific report? 15–30 mins would be reasonable, but 8–24h seems way too long.
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Inés Cibrián
Weeks have passed and I still don't see the changes. Specifically the case I am referring to is that I created some test leads which I then deleted. If I go to the funnel report I still see how those deleted leads are still distorting my statistics. I hope this clarification helps to understand the problem. Thank you.
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