Parent/Child Deal Cards (Direct/Indirect)

SEG
SEG Member Posts: 1 NEW MEMBER
First Comment
edited March 7 in Sales CRM #1

Hello,

I want to have a Parent/Main Deal Card and from that Deal Card, Child/Sub Deal Cards. Is that possible? Reason being, we have a Main Project (Parent/Main Deal Card), and for that project, I am quoting our services to multiple OEM whom are all seperately tendering for the same Main project. So, in the end, only one OEM wins that project.

Different OEM have different owners and area sales reps and different offers, different probability of win, etc...

Or phrased differently, I could quote Direct to the end user, and I could quote Indirect to a third party who is adding a markup and then quoting to the end user. Direct and Indirect Deals.

The workaround I am proposing to my team, as of now, far from optimum, is to use the title of the Parent/Main/Direct Deal Card, and create new deal cards using the same title and just add the OEM name in the end of the child/Sub/Indirect Deal Card, but this is not really efficient.

Do you have other workarounds?

Thank you very much for your help.

Best regards,

Seif

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Answers

  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 229 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes
    #2

    Hello Seif,

    The best option to create a one-to-many relationship with a deal would be to use the Projects feature. Within a deal, you can link multiple projects, have a unique owner assigned to each project, schedule activities, etc. You will also have the option to create custom fields within Projects to suit your workflow.

    Alternatively, you could also use the same workaround you have, but instead of updating the title, you can use custom fields with types like Single option or autofill to keep track of these deals.

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