Best Procedures For Tracking Recurring Deals?
3 weeks ago
How does your organization track deals that renew year to year or a deal that comes about specifically from another deal?
A little bit of background, I work for an EdTech company and currently we create separate deals each year for our schools. Most of the information is the same, so our sales members have to re-enter a lot of data and I've created a special field for them to enter the related Deal IDs.
I think a feature that would allow sales teams to clone deals would be the perfect solution - but I understand this isn't currently possible. How does your company track recurring deals? In HubSpot or elsewhere?
This is my first post in the Power User Community and I'm excited to hear your feedback. (Also, please forgive me if I posted this in the wrong section).