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: 248 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.

  • Benze
    Benze Member Posts: 6 VERIFIED MEMBER
    Photogenic Name Dropper First Comment
    edited March 19 #3

    I can only (and again) support the request for this feature. I think it's been requested rather often and it would be helpful to anyone who closes framework contracts and fills them with single POs. Especially since the parent/child organization feature is now available (thanks a dozen for that!) I am struggling to understand how this can be so challenging to solve on deal level.

    And talking about workarounds: It would already be such a major improvement if I could refer to specific Deals or Leads in my customs fields, just like I can refer to specific Organizations and Persons already now. I used this as long as the parent/child organization feature was not yet available and it worked alright. When will we see this function @Tony Xavier ?

  • Nikolai Sokolov
    Nikolai Sokolov Member Posts: 223 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 25 Up Votes 5 Answers
    #4

    @Tony Xavier we do you the workaround a lot. Are there any plans to add projects to reports and filters? And same batch editing capabilities in the list view similar to deals/everything else for projects? Would make the workaround more useable.

    I.e. its currently impossible to make a deal filter with a condition "linked to an active project" = makes the workaround extremely limited in terms of usability.

    We build workflow automations to sync some info back to deals but that seems like a workaround on top of a workaround :)

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