Parent - Child Deal Automation

Support_1862 Posts: 24

Hi Team,

We would like to see an option to Parent/Child deals with associated deals.
We have a main pipeline for Signups/Registration and once successfull they will have deals made for 8 quarters. It would be helpful, if we can link those deals together and automate to move to different stages in respective pipelines(we have same pipeline stages for all the quarterly pipelines), when the parent update it's stages. We use same Customer ID as a unique field for all the deals.

Hope this makes sense.


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