How do I clear out my closed sales?

[Drew Angell]

On the Open Sales board, all of my closed sales remain in here so the swim-lane just stacks up taller and taller over time.  

There was another item on my board that I closed some other way, and it got removed entirely from my sales board.  I didn't delete it, but I'm not sure what I did.

Usually I go into "Edit Information" for a Sale, and update the status to Closed - Won or Closed - Lost, and it sits in that lane forever.

Again, though, I can't remember what I did, but somehow I had it pop up to ask me if I wanted to close the sale, and when I said yes, it just removed it entirely from the board.

Anyway, tips on how to work with this board would be greatly appreciated.  Thanks!

[Petter Gonçalves]

Hello @Drew Angell

Thank you for reaching out.

Per your description, I understand that your done issues are getting stuck in the last column of your board (Done), never disappearing. Is that correct?

By default, an issue is considered done when they are added to the right-most column of the board and properly configured with a valid resolution value. Once this is done, the issue will disappear depending on the type of board you are using.

For Business and Kanban Boards: Issues disappear from the last column after 14 days of inactivity. Select the link at the bottom of this column to see them again.

For Scrum boards: The issue disappears after the current Sprint is completed.

That being said, can you please let us know what project type and board you are using? More specifically, are you using a Business or a Software project?

If it is a Software project, is that Kanban or Scrum? Classic or Next-gen?

Also, please provide us with a screenshot of how your issues are displaying in the board, verifying if the resolution is properly set on those issues with the green flag:

Let us know if you have any questions.

[Drew Angell]

Sorry, I'm actually referring specifically to Atlas CRM and its Sales board.

I clicked through to this support forum directly from the Atlas CRM specific links, and I didn't realize this was just a general Service Desk forum.

This Atlas CRM stuff seems to be separate from that..??

[Elise Beer]

Hi Drew,

I'm Elise from Atlas CRM and we would love to help you out with what's happening with your closed sales. 

Can you please submit a support request over here: https://avisi-support.atlassian.net/servicedesk/customer/portal/10

Note that this is a public community so you might want to delete your screenshot over here and we can help you within our Service Desk.

Kind regards,

Elise. 

[Drew Angell]

Okay, thanks, I'll create a ticket there.  Although, I'm curious why the link I clicked directly from Atlas CRM brought me here instead of there..??

[Maarten Arts]

Do you remember where you clicked that link? I'm curious as well.

In some places we add a link to both the community and our support channel. I would like to make sure that this is still clear for everyone.

[Drew Angell]

Yes, it was the "Ask the Community" option, but I guess I assumed it would be a community forum specific to Atlas CRM and not just Service Desk itself.

[Maarten Arts]

Ah I see. This is the Atlassian Community, which is for all things Atlassian. I can see how that's confusing when you're not aware of it.

[Drew Angell]

Here's why it's confusing.  When I Google "atlas crm support" it sends me here:  https://www.atlascrm.io/support/

This page has 2 options:

When I click "Get help from the community" it sends me here, where I'm told this isn't the correct place to be for Atlas CRM.

[Drew Angell]

And now I'm confused again because when you told me to post a ticket at the other place I did that, and I got an answer that was helpful.

I have a follow up question now, but I can't find that ticket anywhere.  It's not in my normal Jira profile post history like all my other tickets are, and when I try login from the portal you gave me it doesn't accept my Jira community password, and I never created any other.

[Maarten Arts]

This is absolutely a good place to ask questions about Atlas CRM. We just wanted to make you aware of the fact that this is a public community, because you posted a screenshot that may have contained sensitive data.

This community is for all things Atlassian, including apps such as Atlas CRM. When you tag a post with atlas-crm it may be more clear for others that you are asking this question for a specific app.

I have a follow up question now, but I can't find that ticket anywhere.  It's not in my normal Jira profile post history like all my other tickets are, and when I try login from the portal you gave me it doesn't accept my Jira community password, and I never created any other.

We allow you to create issues in our service desk without logging in. This is what happened in your situation. You should be able to find the issue in your mailbox.

When you are logged in and create an issue, you will find it in your history.

Our goal was to make it as easy as possible to contact us. And we use this configuration to point some email addresses to our service desk.

If you're comfortable with your question being public, feel free to ask it here. If you want to share information that shouldn't be public, it's better to create an issue in our service desk.