Who else could see the benefit of "Multi-Organisation Deals" for where you've quoted more than one c

Rob Sutton
Rob Sutton Posts: 2
Second Anniversary Photogenic
edited July 2022 in Ideas and Product Feedback #1
Who else could see the benefit of "Multi-Organisation Deals" for where you've quoted more than one customer for the same project and don't want to skew your figures / forecasts?
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  • Niels Holswilder
    Niels Holswilder Posts: 12
    edited October 2020 #2
    If we know the project is quoted to multiple companies we usually mark the lost deals as won through another company. The value we then assign is zero since we actually didn't lose any potential because the project would never be executed twice.
  • Kelly Borskjaer
    Kelly Borskjaer Posts: 12
    First Comment
    edited February 2022 #3

    Our construction team regularly bid to two or more organisations. At the moment the bid is recorded under the first company that invites us to bid on a project - we might then have to switch the company when a different company wins the next phase of the tender process and asks us to submit our final offer. Very messy (like my explanation!)

  • Alan Devenny
    Alan Devenny Posts: 3
    First Comment
    #4

    Likewise, we need to be able to link more than one contact to a deal.

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