Linking multiple deals




We operate in the construction industry. PD is set up as follows:-
Different deal for each service we provide (with multiple pipelines).
But these deals may be all on the same site.
Be great to link these deals together.
Anyone know of a work around?
Comments
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You can use the Org record to link all associated deals.
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Amit Sarda said:
You can use the Org record to link all associated deals.
Thanks, but i know this, i want the deals to be linked by a custom field, in this case "Site Name".
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Confused as to why you would need to link the deals since both would presumably be linked already to the same organization record.
Based on your brief description I believe we originally went down a similar road for our database organization and we completely changed it for the better.
Are you creating a new organization for each site you do work at or are you just using deals as different sites?
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I second to Tom's statement - If we could link deals together via a Site Name field, that would be awesome. Sometimes you don't win all deals on the site with the same organisation.
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