Can we create a new pipeline for Account Management after the sale?

Kevin McFeeley
Kevin McFeeley Member Posts: 2 VERIFIED MEMBER
edited September 24 in Workflow Automation #1

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

Answers

  • Jonathan Gennick
    Jonathan Gennick Member Posts: 76 VERIFIED MEMBER
    Fourth Anniversary 10 Comments 5 Up Votes 5 Likes

    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.