Hey! Thanks for your question. What do you want to track? If there are paying on a recurring basis, you should not need to add them to your sales pipeline (as they are already a paying customer). You might just want to add the payment under the transactions page?
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how do you keep track of services that are billed monthly to track in the pipeline, please do a tutorial. thank you
Hey! Thanks for your question.
What do you want to track? If there are paying on a recurring basis, you should not need to add them to your sales pipeline (as they are already a paying customer). You might just want to add the payment under the transactions page?