Associating deals with deals

Our organization has what’s probably a specific use case for Hubspot -- but would it be possible to have a deal to deal association? We’re a funding intermediary using Hubspot for both incoming deals and outgoing deals.

Or does anyone in the community have recommendations for how to most effectively link two deals together in a way that is easy to navigate? Thanks!

Hey @LRichie,

I saw this thread recently that covers this, yes it is possible it appears, through a recently announced beta feature. I believe that companies on the higher tier subscriptions are able to opt in to this feature and test it out :slightly_smiling_face:

Great timing huh!

Wow that is really incredibly timing. After a few minutes of playing with it, the feature looks well done. Next will be exploring how it can fit into our reports and views.

Thanks so much for flagging!