I’m trying to wrap my head around something. Is it possible to have the same contact have 2 different deals in 2 different stages of the same pipeline? If so, what’s the best way to make sure the correct deal in the correct pipeline in the correct stage is updated?
–stage 1 (prospects)
–stage 2 (current projects)
–stage 3 (monthly membership)
–stage 4 (completed projects)
–stage 5 (past clients)
when we make contact with a prospect, we put them in stage 1. when we convert them to either a project based client or a monthly membership client, we update the deal and move it to that particular stage.
for example: John Smith is a prospect
We convert John Smith to monthly membership, where they will sit in our membership automation until they cancel.
During this time, John may purchase a project from us, in which case we ADD a deal to the project stage for John.
John has a deal in Stage 3 (monthly membership)
John has a deal in Stage 2 (current project)
When these automations run their course and need to update the proper deal in proper pipeline in proper stage how can this be done? The only options I see are:
There’s no way to ensure I update the deal in the proper stage.
any tips/ideas are welcome.