CRM

Mvirtue
Member

Multiple deals for different contacts for the same project?

SOLVE

I am working with a client and they sell street furniture. Their products are often specified on tender documents. Once the tender is released they will have 10+ different customers request a quote for the same products and the client knows only one will be awarded the tender. 

 

Looking for a solution where the deal is only entered once into the pipelie so it doesn't skew their reporting. Is  there a work around or will we need to create a custom object?

1 Accepted solution
LouiseGlover
Solution
Contributor | Partner
Contributor | Partner

Multiple deals for different contacts for the same project?

SOLVE

Hi @Mvirtue , 

 

After reading your problem the only solution that comes to mind is to use a workflow to add the deal to the pipeline or whatever method you are currently using. And then add the IF rule and ensure it doesn't loop. Use 'IF deal is created, do not create a deal' this will avoid duplication and ensure reporting is accurate. 

If you struggle through these steps mentioned, please free to send me a message or email at Louise@experience.digital and I can walk you through it. 

 

Hope this helps, thanks.

Head of Growth | Experience Digital

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0 Upvotes
3 Replies 3
LouiseGlover
Solution
Contributor | Partner
Contributor | Partner

Multiple deals for different contacts for the same project?

SOLVE

Hi @Mvirtue , 

 

After reading your problem the only solution that comes to mind is to use a workflow to add the deal to the pipeline or whatever method you are currently using. And then add the IF rule and ensure it doesn't loop. Use 'IF deal is created, do not create a deal' this will avoid duplication and ensure reporting is accurate. 

If you struggle through these steps mentioned, please free to send me a message or email at Louise@experience.digital and I can walk you through it. 

 

Hope this helps, thanks.

Head of Growth | Experience Digital
0 Upvotes
Mvirtue
Member

Multiple deals for different contacts for the same project?

SOLVE

Thanks @LouiseGlover 

PamCotton
Community Manager
Community Manager

Multiple deals for different contacts for the same project?

SOLVE

Hello @Mvirtue, thank you for providing information about your goal. I would like to invite our top experts, @karstenkoehler @LouiseGlover  @TimAlexander1 any recommendations to @Mvirtue?

 

Thank you,

Pam

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