Linking Multiple deals into One Overarching Deal

rasmusstrastin

To link multiple deals in to one overarching deal would be great! A deal, where multiple deals fall under and all information is in one place.

Manuel Oliveira

Hi @rasmusstrastin , have you considered using one or more custom fields to identify the common overarching deal? That could even allow you to filter all deals within that same major arc.

rasmusstrastin

What kind of field(s) should be used?

Manuel Oliveira

In this case you can use a text field or even an autocomplete type for example. For more details on the range of custom fields that are available, please have a look in this article.

jsim99

good to have a similar functionality that Organisations currently have, with the abillity to link Parent, Child, Sister deals etc.

jsim99

good for this to include functionality similar to Organisations have, the ability to link Parent, Child, and Sister deals.

Benze

Strongly support this request.

We are selling in B2B2B and it is crucial for us to not only track the framework contract deal with our customer, but also each end customer deal within this framework.

A highly integrated solution with hierarchical field populations and dependencies would be a blast.

For the beginning it would be a huge leap to at least have a custom field, that links to another deal, like already available for organizations.