Tips for account management. Delivered hardware to customer.

Viktor Jakobsson

Hi, 

We are an IT-comapany and sometimes (usually) hardware is included in our deliveries. This can be servers, desktops etc. 

At the moment we are using excel for keeping track of which hardware is delivered to the customers, when it was delivered, expected end of support, end of life, support agreements and of course, when is expected hardware upgrade. 

I would like to move all of this information into Pipedrive. How are you guys keeping track of your deliveries today? Is custom fields the way to go or is there some app I should use? 

Best Regards,

Viktor 

Mark H

https://community.pipedrive.com/discussion/9082/tips-for-account-management-delivered-hardware-to-customer

Who can give some feedback on this question? I am in a similar boat - our retail sales team is responsible for getting product samples set up in retail stores, and we'd like to keep track of which stores have which products set up. How is best to do this in Pipedrive?