Customize Sold Date for past jobs (imports, data entry)
I wish there was a feature that allowed you to change the "sold date" right now when you enter a contact into the database it automatically sets a sold date as the date it was entered into the system. I want the sold date that is used in the sales and lead reports to match my contract date (which i have added myself in the contact fields) so that when i run those reports it is accurate. Our sales team is currently not using JobNimbus in the field we are using it for office and production only right now. So if I have 10 contracts signed at the end of January but my secretary doesn't enter them into the system until February, those jobs are counted as sold in February and my reports are not accurate for the month.
Please allow for my customization in the reports or have a contact feature that allows to choose a sold date.