Can we create a new pipeline for Account Management after the sale?
Kevin McFeeley
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Our org has been using Pipedrive to track the sales process. We love it. However, after we mark a sold account as "WON", is that the end? Can we create a new pipeline and move the WON account into a new ACCOUNT MANAGEMENT pipeline? Please advise and thanks in advance!
KEvin
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Answers
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My approach is to have an automation that creates a project for me. I carry over a few of the data fields, and I make the project link back to the deal. That way, I can easily navigate to the originating deal if I need to read the old, deal notes. I would think you could take a similar approach and create a new deal instead of a project.
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