Hi! I am unsure of the best way to manage different deal types. I am considering maintaining a single Sales Pipeline and introducing naming conventions to filter and report on deals, e.g., "Expansion/New Business/Downsell/Renewal - Company XYZ - $ read more

Hi, I am trying to set up the right infrastructure for our deal pipeline for New Business, Renewals, Expansion, Downsell. Here, in the community, I saw that the best practice is to create a separate pipeline for each. However, we only have 2 pipeli read more