Hi, I am reaching out to ask for best practices. We, at times, have clients that cancel and then come back. Should I have 2 Closed Dates? If so, how do I account for the 2 Closed Dates? or do I just change the Closed Date to the most current?
Hi @KBrooks5,
Are you referring to the deal record? If so, then I would recommend treating each go-around as a single opportunity/deal. If they cancel or not go through with one deal, that one is lost. It will keep the Close date that was previously estimated. When they come back, you would create a new deal, as this is a new opportunity.
That allows you to track the success of your sales team and be aware of ups and downs with specific customers.
Does that answer your question?
Best regards!