Allow Subscription at the Organization level

Currently, subscriptions can only be setup at the deal level. However, we track numerous service contracts that would be helpful to track at the organization level so that we can monitor when the expiration of the agreement will be and automate reminders to our reps 6 months before and 3 months before so they can engage with the customer to renew. 

0
0 votes

· Last Updated -

Comments

  • Mike van der Valk
    Mike van der Valk Posts: 4,376 PIPEDRIVE PRODUCT MANAGER
    2500 Comments 25 Likes Second Anniversary First Answer
    edited February 2021 #2

    Hi @Kelsey Budd 

    Thanks for the suggestion, I'll pass it on. 

    For now it's really best to have a deal per contract so you can properly track the value in your statistics as well. You can set up activities as reminders to check with the customer about a renewal as well.

    Nonetheless, passing it on to our team working on it!