Moving a contract into the stage marked Won on its primary pipeline already fills in Actual Closing Date with today’s date when it is blank. That did not happen when the Won stage was the contract’s first stage, for example when a contract was created straight into it.
Those contracts dropped off the Sales Leaderboard entirely: they were not pending, because they sat in the Won stage, and they were not closed, because there was no closing date to place them in a period. The agent got no credit for the sale.
- A contract that enters the Won stage first now gets today’s date as its Actual Closing Date, and counts as a closed sale for this period.
- A closing date you already entered is never changed.
- Only the stage marked Won fills in the date. Lost and cancelled stages never do, so a lost deal is not counted as a sale.