Tracking SAAS vs Professional Services

CRM & Sales Tips, Tricks & Best Practices
1

We are a SAAS company that sells annual billing modules and have a professional service tied to each of the modules. I have created each line item in HS, but I want to track software vs. training.

Any ideas?

2

Hello @JesseP , great question!

I would like to invite our top experts to this conversation @danmoyle @Josh any recommendations for @JesseP matter?

Thank you,

Pam