Regularly updating blank deal properties with known company properties
Hi all! I have a problem that I think needs some crafty problem-solving minds.
We track all of our expansions through the deals in an expansions pipeline. We have some customers who ask for new seats or add-ons pretty regularly, so we'll end up with customers who have 10-20 expansion deals created in a year. When they request this, we update chargebee and create a new expansions deal manually.
I want to be able to categorize all our expansion deals by a certain ARR segment. We're currently segmenting our customers in 4 different groups (PLG, SMB, M/M & ENT). Because the thresholds for what is counted toward each segment has changed over the years (ie SMB used to be 0 - 100k, now its 5-40k), I don't want to limit a deal to a specific segment by assigning a field with one of these options. Rather, I want to know what was the contract value of the overall contract before the expansion so that I can have the data to update the segment according to that contract value.
My ideal solution is that whenever a new expansion deal is created with the "current arr" field unknown, and is associated to a company with "current arr" known, copy the company "current arr" to the deal "current arr". However, it's not possible to copy company properties to deals for deal enrollment workflows.