Hi all, hope you are having a good Sunday:
I am thinking about a workflow, in a Professional account, which starting point is a company level deal.
That company deal is for a year long, and multiple units.
Each unit will have its own Deal, on a different Deal Pipeline, and these “unit Deals” need to be labeled with an association having the name of the Company Deal.
Last but not least, I should have Deal properties for the total of units bought buy the Company Deal, and a property for the “unit Deals”. I am thinking this for after working with a third property that would be the result of: (Total Company Deal, total # of units bought) - SUM(# unit Deal of that company executing now). This result would be the remanent “stock” of unit Deals remaining for the company.
I hope you understand the point and help me solving this ![]()
Thanks.
