Reoccurring Deals

Jill Redman
Jill Redman Member Posts: 1
First Anniversary

I would suggest to be able to track reoccurring deals in the insight section, so we can see how many times a certain organization is using our company to complete deals.

I know there is a filter we can use in the Contact view, but I think it would be easier if you just did it with each organization rather than contact, since there can be multiple contacts within the organization.

0 votes

Active · Last Updated