Managing an upsell in noCRM is as easy as duplicating a lead.
How do you handle an upsell by duplicating a lead?
Follow these steps:
Open the lead you want to duplicate.
Click the Actions menu and select Duplicate lead.
Create the Client Folder: noCRM asks you to create it before creating the new lead linked to the same client.
What is a client folder?
A client folder groups all the leads you have with the same client. It is ideal for companies that make more than one sale with the same client, and it shows at a glance where you stand with each client and how important they are for your company.
Best practice: Use tags with your client folders to consolidate your sales process.