Advice

Bradley Lehmann Sr
edited May 4 in Sales CRM #1

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

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Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited January 24 #2

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

  • Brad Krause_65956
    Brad Krause_65956 Community Driver Posts: 52
    10 Comments First Answer 5 Likes Name Dropper
    edited January 24 #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
    edited January 24 #4

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