One customer, several offers


We often offer our clients multiple quotes with different agreement durations. Is it possible to display these as a "deal". or perhaps link them. This so you can see the progression of contact moments in both deals? #Feedback and Suggestions

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  • Create a separate deal for each offer and link it to the same customer.

  • Brad Krause_13404
    Brad Krause_13404 Posts: 498
    100 Comments 5 Up Votes
    edited July 2021 #3

    We have this where prospects want a proposal for both Seasonal or per service pricing for Snow proposals. We just create 1 deal with the proposed seasonal price. Ultimately our business management/accounting software deals with actuals. Your use case may be different.