How to track deals that are re-opened? Creating campaigns to lost deals and one of the metrics to tr

Karthikeyan T
Karthikeyan T Posts: 3
edited July 24 in Sales CRM #1
How to track deals that are re-opened? Creating campaigns to lost deals and one of the metrics to track the effectiveness is the number of deals that are re-opened (conversations resumed). Wondering how I can achieve this. Any tips?

Answers

  • Joshua Hindman
    Joshua Hindman Posts: 50
    Second Anniversary Photogenic Solution Provider
    edited July 25 #2

    This is a good question @Karthikeyan T .

    Pipedrive doesn't have a separate status for "reopened" deals. They're open or closed and won or lost.

    Philosophically, I don't ever recommend reopening a deal. I would recommend creating a new deal when your marketing campaigns engage a lead. Then I would probably just create a custom field that the sales person could use to identify that the lead came from x campaign. If you can find a way to use custom fields or labels, you can track those specific deals!

    https://community.pipedrive.com/user/karthikeyan_t
  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    edited May 4 #3

    2 ways:

    1. Like @Joshua Hindman suggested, create a new deal associated with the same Person. That way, the total Deal count will go up by 1.
    2. Create a custom field to track the number of Close a deal has had. Set up a ZAP to increment the number every time the deal is won/lost.
    https://community.pipedrive.com/user/josh