DEALS - How not to overlap DEALS ? ---We work with partners and up to 3 partners can develop an oppo

Renato Mugnaini

DEALS - How not to overlap DEALS ? ---We work with partners and up to 3 partners can develop an opportunity in the same company. But if we register 3 opportunities, we will have an inflated pipeline. If we don't register, we can't control which of partners are working on that opportunity. How would they do it?
Thank you.

Mike van der Valk

Hi @Renato Mugnaini 

I can think of two suggestions but use what works for you.

• Create a separate pipeline for them and move them to the main one when it's clear which partners will get the deal
• Create one deal and use custom fields to register which partners are all working on the deal

Hope it helps!

https://community.pipedrive.com/user/renato_mugnaini