How do you manage recurrent sales?

Jose Orb
Jose Orb Member Posts: 2
edited July 2022 in Sales CRM #1

Hello community, 

I am wondering whats the best way to manage a customer you have already closed a deal with, and is willing to do further business in the future?

I've found out that if I create a new deal, I loose valuable information from past deals that may become handy.

any thoughts? I appreciate your help!!





  • Daniela Theart
    Daniela Theart Member Posts: 15
    First Comment
    edited September 2020 #2

    HI Jose,

    I have created a field to be completed with new deals for renewals, additional, upgrades, downgrades and then you just link it with the organization/customer and contact person.

    My team also indicates in the deal name whether it is an additional (add on for current customer) or upgrade etc.


    Hope this helps



  • Jose Orb
    Jose Orb Member Posts: 2
    edited September 2020 #3

    Excellent Daniela!!!, good idea!!!, thanks