Qualifying Repeat Business Leads

William Bowen
William Bowen Member Posts: 4
edited July 2022 in Apps and Integrations #1

How do you qualify repeat business via the pipeline?  My company operate through promocodes and we bill monthly on the basis of number of usages  - is there a recommended integration for this? 


  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 125
    100 Comments Second Anniversary Photogenic
    edited April 2021 #2

    Hi William, you can create an automation that "duplicate" deals from a month to another every month :)

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 864
    1000 Comments Third Anniversary 5 Likes Premier Solution Provider
    edited April 2021 #3

    Agreed with Fabrizio's comment.

    The best thing to do is to create an automation that duplicates the original deal for the following month.