Set a Default Expected Close Date for Deals

When creating a new deal, you can automatically set an expected close date based on a number of days, weeks, or months. This saves time and helps keep your pipeline up to date with realistic expected close dates.


1
Go to the Pipeline → click on the Gear icon.

Pipeline | Gear icon


2
Under Configuration → set the default expected close date → click on Save.


💡 Set a default expected close date for each Pipeline separately.

💡 Once set, the default expected close date applies to new Deals only.

💡 The default expected close date can only be set for the Sales Pipeline.

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