Multiple Deals = 1 Project

John Tinsley
John Tinsley Member Posts: 4
edited July 2023 in Sales CRM #1

Does the current Beta functionality (or future planned functionality) allow you to link multiple deals into a single project?

Example: You close multiple deals for one customer and execute them as a single project with combined tasks.

 

 

Tagged:

Comments

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,087 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited March 2022 #2

    Hi @John Tinsley and others :) 
     

    Thanks for sharing John! Currently it's actually possible to link multiple deals to a project already, but since it's in Beta we're doing a poor job of visualizing this which we will improve over the coming period! :) 

    So if you go into your deals right now and there on the left side bar in the projects block link a deal to a project you'll notice multiple deals can be linked to the same project. However, in the project itself we only show you 1 today and there's no additional info on that deal.

    So this is something we're working on improving. Showing all users, people, organizations and deals that are linked to the project with some additional information.

    Question, what type of information would you need from the deal within a project?

    CC @Leo Lachs this is what you also emailed me about the other day :) 

  • John Tinsley
    John Tinsley Member Posts: 4
    edited February 2022 #3
    Mike van der Valk said:

    Hi @John Tinsley and others :) 
     

    Thanks for sharing John! Currently it's actually possible to link multiple deals to a project already, but since it's in Beta we're doing a poor job of visualizing this which we will improve over the coming period! :) 

    So if you go into your deals right now and there on the left side bar in the projects block link a deal to a project you'll notice multiple deals can be linked to the same project. However, in the project itself we only show you 1 today and there's no additional info on that deal.

    So this is something we're working on improving. Showing all users, people, organizations and deals that are linked to the project with some additional information.

    Question, what type of information would you need from the deal within a project?

    CC @Leo Lachs this is what you also emailed me about the other day :) 

    Great, thank you Mike! Ideally would like to be able to translate and combine any and all custom deal fields over to project fields. For instance - if the 3 deals involve 20 properties each, allow the project "Properties" field to show the combined total of 60 properties. 

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,087 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited February 2022 #4
    Mike van der Valk said:

    Hi @John Tinsley and others :) 
     

    Thanks for sharing John! Currently it's actually possible to link multiple deals to a project already, but since it's in Beta we're doing a poor job of visualizing this which we will improve over the coming period! :) 

    So if you go into your deals right now and there on the left side bar in the projects block link a deal to a project you'll notice multiple deals can be linked to the same project. However, in the project itself we only show you 1 today and there's no additional info on that deal.

    So this is something we're working on improving. Showing all users, people, organizations and deals that are linked to the project with some additional information.

    Question, what type of information would you need from the deal within a project?

    CC @Leo Lachs this is what you also emailed me about the other day :) 

    @John Tinsley so Properties is a custom field for you now? What type of field is it?

  • John Tinsley
    John Tinsley Member Posts: 4
    edited February 2022 #5
    Mike van der Valk said:

    Hi @John Tinsley and others :) 
     

    Thanks for sharing John! Currently it's actually possible to link multiple deals to a project already, but since it's in Beta we're doing a poor job of visualizing this which we will improve over the coming period! :) 

    So if you go into your deals right now and there on the left side bar in the projects block link a deal to a project you'll notice multiple deals can be linked to the same project. However, in the project itself we only show you 1 today and there's no additional info on that deal.

    So this is something we're working on improving. Showing all users, people, organizations and deals that are linked to the project with some additional information.

    Question, what type of information would you need from the deal within a project?

    CC @Leo Lachs this is what you also emailed me about the other day :) 

    Numerical for this example.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,087 PIPEDRIVE TEAM
    First Anniversary 5 Likes 5 LOLs First Answer
    edited March 2022 #6
    Mike van der Valk said:

    Hi @John Tinsley and others :) 
     

    Thanks for sharing John! Currently it's actually possible to link multiple deals to a project already, but since it's in Beta we're doing a poor job of visualizing this which we will improve over the coming period! :) 

    So if you go into your deals right now and there on the left side bar in the projects block link a deal to a project you'll notice multiple deals can be linked to the same project. However, in the project itself we only show you 1 today and there's no additional info on that deal.

    So this is something we're working on improving. Showing all users, people, organizations and deals that are linked to the project with some additional information.

    Question, what type of information would you need from the deal within a project?

    CC @Leo Lachs this is what you also emailed me about the other day :) 

    Thanks @John Tinsley probably the first version won't contain this yet as the main focus will first be to better visualise the connections, after that we'll think about how to make it more actionable like your suggestion, thanks for passing it on :) 

Categories