Hello!
I’m looking for guidance on the best way to track post-sale activity. The way our business model works is our customers purchase a 12-month contract and each project they complete sums up to their total contract amount.
Currently, we’re creating a deal for the total 12-month contract. What is the best way to track the projects that are contributing to that contract total amount?
Thank you for the help!
Hey @SCunnane, Happy Friday!
I would recommend starting by creating a deal for the total contract. Use custom properties to capture project-specific details like project name, value, start date, end date, and status. You can create separate deals for each project and associate them with the main contract or create tasks for each project under the main deal. After you can set up workflows to automate updates and notifications, ensuring the main contract’s status and value reflect the progress of individual projects. Finally, generate custom reports and dashboards to visualize the project contributions and overall contract status.
I hope this information helps,
Pam
Thank you, @PamCotton! How would I associate the separate deals (for each project) with the main contract “deal”?
I greatly appreciate your help!