Qualifying Repeat Business Leads

William Bowen
William Bowen Posts: 4
edited July 24 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? 

Comments

  • Fabrizio Nicolosi_33821
    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 Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    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.