Start Date and End Date

The Start Date is the date that the Opportunity is first worked on. When used, it is automatically populated with the creation date of the Opportunity.

Pro Tip:

The Start Date is is different than the Create Date.

The Start Date can be edited at any time, whereas the Create Date cannot be changed.

The Start Date and the End Date are helpful because they let you compare multiple Opportunities, so you can gauge the average period of time it takes to close those Opportunities. This is often referred to as the Sales Cycle.

The End Date field is auto-populated when the status of an Opportunity is changed from Open to Won. It is not auto-populated when the status is changed to Lost, Abandoned or Suspended.

The End Date can be added manually, or changed at any time thereafter.

The Start and End Date fields are not automatically shown in a New Opportunity card. You will need to select them as standard fields by navigating to Settings > Edit Cards > Opportunities and checking the Start Date and End Date boxes. Once you have done this it is possible to see the Start Date and the End Date on every Opportunity card.