Qualifying Repeat Business Leads
William Bowen 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 Posts: 203edited April 2021 #2
Hi William, you can create an automation that "duplicate" deals from a month to another every month0
Boris Tsibelman Posts: 994edited 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.0