More user friendly way of creating main/sub deals?

[sunask]

Hi all,

We've set up a Deal object association in our portal, so that we can have a main and sub deal structure. 

E.g. let's say you win a framework agreement deal (main deal) with a client, and you want to add multiple sub deals ongoing "below" the main deal. 

Our only issue is that we feel the user interface is a little complicated, and that users might get confused.

I tried and it's basically 8 clicks just to add a new sub deal to a new main deal.

Maybe we're just spoiled, but could there be a workaround to make this a little smoother? 

Thanks!

[matthew-aire]

Hi @sunask,

I'd need to dig a little deeper on your sales process and buyers journey but could Sub-deals be automatically created using a workflow?

Thanks,

Matt Aire HubSpot Freelancer | Founder @ pocketpros Let's chat HubSpot - book a meeting

👌 If my reply was useful and helped answer your question, please mark it as a solution to help the community!

[sunask]

Hi Matt, and thanks for reaching out!

The issue is not really about creating the deals, it's about the association (that needs to be done manually). 

Sales people would:

• First manually create main deals
• Thereafter manually create several sub deals (as long as main deal contract period is valid)
• Associate the sub deals to the main deal

An optimum user interface scenario would probably be just a simple dropdown property on the sub deals "Is this a sub deal" YES/NO - and than pick a main deal (if set to YES) in a pop-up or something. Not sure how that could work technically though.