Customers buy a small eval first and then purchase a larger order later - I’d like to show both of these opportunities in the pipeline and report on them as linked opportunities - presently, I just create 2 separate deals but they aren’t linked in any way - is there a simple way to create linked deals under one customer account?
Hi @JKunst,
It’s currently not possible to link deals or report on associations between deals – mainly because records of the same type cannot be associated with each other.
One way to see what you’re trying to see in report might be the deal property Deal type which has the options “New business” or “Existing business”. This type of categorization or a custom property following a similar logic would open the door to more insightful reporting. You wouldn’t see that a deal is associated with another but you could assume that an “Existing business” or equivalent deal must have had an evaluation before.
Best regards!