Linking Multiple deals into One Overarching Deal

rasmusstrastin
rasmusstrastin Member Posts: 4 VERIFIED MEMBER
First Comment
in Ideas and Product Feedback #1

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.

Tagged:
1
Up
1 votes

Submitted · Last Updated

Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,287 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #2

    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
    rasmusstrastin Member Posts: 4 VERIFIED MEMBER
    First Comment
    #3

    What kind of field(s) should be used?

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,287 COMMUNITY MANAGER
    1000 Comments 250 Likes 25 Answers Third Anniversary
    #4

    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.

Categories