Creating multiple orders within the same deal

[JKearney]

Hello everyone,

I am new to Hubspot - I am trying to understand if I can create a single deal that includes multiple revenue orders over a period of time.  The deal is related to the same project/opportunity, but we are delivering against orders in batches throughout the deal period.  I don't want to create individual deals for each batch, if possible, and don't want to close the deal on the first batch of product delivered.  Thanks in advance! 

[JKearney]

Thank you, Bruno!  We'll take a look at this approach.  Another idea provided by Hubspot support is to create quotes that are associated to the umbrella deal.

Appreciate the help.

[Bruno_Teixeira]

Hello @JKearney , you'd not be able to do this by using the only one property "Amount". 

What I would suggest to you is to create others currency properties for your deliverables. For example you'd have a Deliverable #1 currency property with the revenue corresponding to it. You can also have Deliverable #2, #3, etc...

Below you'll see a screenshot for creating a property of that type.

[TiphaineCuisset]

Hi @JKearney 

Thank you for reaching out. 

I want to tag some of our experts on this - @Dan1 @Jonno_Price @Bruno_Teixeira do you have any suggestions for @JKearney on this? 

Thank you!

Best

Tiphaine