Our clients can submit a request (deal) with multiple beneficiaries included. Can I create sub-deals for each beneficiary and still be able to associate them with the main deal?
Hi @06364,
Is the goal of having subdeals to split the credit between users? If so, HubSpot has a feature specifically for this: Split deal credit among users
Other than that HubSpot doesn’t have a feature to break deals down into subdeals or create deals with a parent/children logic.
Best regards!