Brad Krause_13404
Brad Krause_13404 Member Posts: 374
5 Up Votes First Comment
edited July 2022 in Business Talk #1

For those that have renewal contract like us. We deal mostly in 1, 2, and 3 year contracts for our services in 2 of 3 divisions. We have a custom deal details field called 'Source' with options: Renewal, Cold Call, Email campaign, Referral, client request, post card, truck, yard sign, social media, etc. 

This works very well for us to distinguish what is renewal based dollars in our reporting.