Parent - Child Deal Automation
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.
Thanks
Mobin
Comments
-
Hi @Support
So what you're trying to do is set up some sort of subscription right?
Perhaps what's described here is a way easier solution to what you're trying to achieve: https://support.pipedrive.com/hc/en-us/articles/360006765278-Insights-reports-Recurring-revenue-#C1
If this is not helping let me know and we can see if we can get creative with the workflow automation 😊
0 -
Mike van der Valk said:
Hi @Support
So what you're trying to do is set up some sort of subscription right?
Perhaps what's described here is a way easier solution to what you're trying to achieve: https://support.pipedrive.com/hc/en-us/articles/360006765278-Insights-reports-Recurring-revenue-#C1
If this is not helping let me know and we can see if we can get creative with the workflow automation 😊
Hi Mike,
Thanks for the reply. This is not a subsciption plan. This is fuel rebate refunds, we do track them on quarterly pipelines and will have different amounts depending on their fuel purchases.
I believe automation would be the best option to have.
Regards,
Mobin0 -
Mike van der Valk said:
Hi @Support
So what you're trying to do is set up some sort of subscription right?
Perhaps what's described here is a way easier solution to what you're trying to achieve: https://support.pipedrive.com/hc/en-us/articles/360006765278-Insights-reports-Recurring-revenue-#C1
If this is not helping let me know and we can see if we can get creative with the workflow automation 😊
Thanks for clarifying @Support !
@Paulo do you perhaps have any genius idea for Mobin?
0 -
I second this - It would be great if you have one parent opportunity that is to be won, but its bid through many different companies. Were in the construction world as a sub - and we bid a single project through 5 contractors, so tracking 5 jobs inflates the pipeline as its really only one opportunity for revenue.
0 -
0
-
Hi @Support I've passed on your suggestion to our product team in the past and will highlight it again but at the moment it's not in the short term plans as there's other priorities for our development teams. Nonetheless, I'll be sure to highlight this request once more.
0 -
Mike van der Valk said:
Hi @Support
So what you're trying to do is set up some sort of subscription right?
Perhaps what's described here is a way easier solution to what you're trying to achieve: https://support.pipedrive.com/hc/en-us/articles/360006765278-Insights-reports-Recurring-revenue-#C1
If this is not helping let me know and we can see if we can get creative with the workflow automation 😊
Hoping to bring this topic back to life - it would be great if there could be a hierarchy with deals.
If we have one large deal (an IDIQ or a MAC) that will have separate TO's under it - we'd like to link them to the Parent (Primary) deal.
Example:
Stone & Son Suit Warehouse (Primary/Parent)
- Stone & Son Shoes (Child)
- Stone & Son Formal (Child)
The deals would link back to the Parent (original award) but we could see & track them separately.
0 -
I'll join this too. Our company has a similar structure to the construction tenders mentioned by someone else.
We're a business finance company, so for us a "Deal" (parent) is a customer needing a loan, but that deal will then have 1 or more children / sub-deals, for the applications we send to each lender.
eg for the loan we may send out 5 lender applications as part of the customer's loan requirement, but typically only 1 will go ahead. So creating 5 separate deals would skew all the stats.
We could also have a situation where more than 1 of those applications goes ahead (i.e. becomes a 'won' deal / sub-deal), so would ideally want that functionality too.
0 -
Hello Team
Parent/child Deal
I think this is related to the thread. I want to be able to create a 'parent' Deal for an organisation which I can identify with an estimated Deal value. This value may well be made up of a few different options for which we've sent proposals, 'child'. Ultimately, I don't want to count all the different proposal values AND the parent value in my forecast as I'll be doubling up. Is there a way I can work this?
Many thanks in advance.
0 -
I would also like to add my need for this. We have master agreements with a few Companies and under that all of the individual deals to sites and/or rollout tranches.
Example 1: Major rollout to client invoiced and paid for over 3 separate tranches as the rollout takes over 6 months. Do I create 3 separate deals or one deal and have it sit open for the whole time even though we have invoiced and been paid for each Tranche? There will also be additional installs done after the first 3 major Tranches.
Example 2: Parent Company with multiple sites with major rollout that takes up to 9 months with subsequent additional requests. This one I think should be managed as a parent - Daughter organisation with the deals done under the "daughter" We can see the overall revenue under the parent, but it doesn't give us a total per master contract.
My view is having each sub deal with a linked field to a master deal/contract would work the best. You can have a linked field to people and orgs, would it be that difficult to have a linked field to other deals?
0 -
It's a very common functionality in CRM systems to have a parent opportunity with child opportunities. e.g. to determine the value of a framing contract or when a large development deal is split up in phases. It would be very nice if this functionality could be added to Pipedrive.
Many thanks in advance,
0
