Advice

Bradley Lehmann Sr
Bradley Lehmann Sr Member Posts: 2
edited May 2022 in Sales CRM #1

how should I set up to track additional oders after 1st sale is won?

Comments

  • Boris Tsibelman
    Boris Tsibelman Member Posts: 848
    5 Likes First Anniversary First Answer Combo Breaker
    edited January 2022 #2

    Create a separate pipeline to put the deals after the 1st sale 

  • Pipedrive User 164
    Pipedrive User 164 Member Posts: 171
    First Anniversary 5 Up Votes First Comment 5 Likes
    edited January 2022 #3

    You just create new deals for additional orders. What do you mean by tracking Separate from first one? if You want to distinguish between an initial sale and additional ongoing my recommendation would be a deal details field rather than a separate pipeline.  

  • Bradley Lehmann Sr
    Bradley Lehmann Sr Member Posts: 2
    edited January 2022 #4

    Thank you for the feedback, I am new to Pipedrive but really like it so far!