Are you having trouble seeing your closed-won opportunities on your account page? This article will guide you through the process of viewing these important records, even if they don't appear after changing the filter from Active to Closed Won.

Sometimes, closed-won opportunities may not immediately show up in your view due to synchronization issues between your local interface and the HubSpot/Salesforce database. This can happen when there have been recent updates or when the local data hasn't been refreshed in a while.

Guide:

Here's a step-by-step guide based on the customer support solution:

1. Navigate to the opportunities page in your account interface in Kapta.

2. Locate and click the "Resync" button on the page.

3. In the resync options, find and select the small checkbox labeled "Synchronize all opportunities."

4. After selecting the checkbox, click to confirm and start the resync process.

5. Once the resync is complete, locate the filter options on the same screen.

6. Change the filter from "Active" to "Closed Won."

7. Review the list of opportunities. Your closed-won opportunity should now be visible.

Tips:

• Always ensure your view is set to "Closed Won" instead of "Active" when looking for closed-won opportunities.
• Regular syncing with your CRM should be turned on to run automatically by your company admin, this can help keep your local data up-to-date and prevent visibility issues.
• If you're still unable to see specific opportunities after following these steps, contact your Kapta administrator for further assistance.

By following this guide, you should be able to view your closed-won opportunities successfully. Remember, the key is to resync your data with and then apply the correct filter.