DEALS - How not to overlap DEALS ? ---We work with partners and up to 3 partners can develop an oppo
Renato Mugnaini Posts: 1
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?
Mike van der Valk Posts: 4,059edited July 2022 #2
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_mugnaini0