Best way yo work with sub-deals against a master deal?

Rodrigo Rojas
Rodrigo Rojas Member Posts: 54
Third Anniversary 10 Comments 5 Up Votes Name Dropper
edited July 2022 in Workflow Automation #1

What is the best way to work with deals that have a deal value and products assigned, but there are sub-deals part of this one, so they are reducing the general value of the main deal? 


  • Mike van der Valk
    Mike van der Valk Product Manager Posts: 3,240
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited September 2020 #2

    @Rodrigo Rojas unfortunately it's not possible to automatically link deals and their values.

    However, you could use a custom text type of field and drop the URL of any deal in there to show to yourself and your team certain deals are linked. You'd then have to still manually update the deal value but it would work.

    Perhaps you can explain how these deals are linked and we can brainstorm on other solutions.