Estimated Closed Date for Fiscal Year
The Estimated close date is showing 11/01/18 and can only enter Pending in the deal for the month Aug and forward for 2019 due to Fiscal Year starts in July. It can be confusing. Thank you!
Brittney shared this idea
completed · AdminRyan Moore (Product Owner, Matrix) responded
Monarch has been updated with new Fiscal Year changes.
These changes are not planned for the previous Matrix Web product, but most groups are in talks of upgrading with our Success team here at Matrix.
We’re actively rolling out calendar conversions to those that need them on Monarch. Thanks so much for your feedback!