How do I associate Deals with Deals?

[Coopr]

We often have mutliple Deals in progress simultaneously for each given Contact.

It'd be ideal that when we are looking at one of those Deals, we can see at a glance all the other Deals associated with the same Contact. 

Any suggestions on how to do this?

(When I'm looking at the Contact, I can see all their Deals - but when I'm looking at one of those Deals, I can't figure out how to display the other Deals - that is what I'm asking about)

[karstenkoehler · Accepted solution]

Hi @Coopr,

At the moment, this is not possible, at least not out of the box. Records of the same object type can't be associated with each other.

Other users have requested this before: Create associations between the same object (company to company, contact to contact, deal to deal). As of a few days ago, the HubSpot product team is actually planning this feature. I'd recommend upvoting and commenting to the thread.

Also, HubSpot is launching some CRM configuration tools shortly, letting you customize the right sidebar of a record further. This will require some programming skills but would, as far as I can tell, give you the flexibility to show other deals.

Until then, you'll have to navigate back to the contact or company record.

Hope this helps!