Advice

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

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

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  • Boris Tsibelman
    Boris Tsibelman Posts: 999
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited January 2022 #2

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

  • Brad Krause_65956
    Brad Krause_65956 Posts: 58
    10 Comments First Anniversary First Answer 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 Posts: 2
    edited January 2022 #4

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

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