Track version of deal - Attributing to multiple owners

[NathanAza]

Hi Guys,

(Issue) How can we attribute a point or count to each update of the deal now? As there is only 1 deal owner.

Many times when we have a single deal, we have multiple estimators in the team updating the deal value on a requote for the customer (usually max 5 times)

We previously have been attributing each quote update to the individual estimator (Giving them 1 point per quote)

I cannot run a report that allows multiple properties to be added together? 

Eg Version 1, Version 2, Version 3 of the quote be added

So estimator 1 can be attributed 3 Quotes/Points for this deal?

I tried making dropdowns with the estimators names, but it wont add them together in a report

[karstenkoehler · Accepted solution]

Hi @NathanAza,

It sounds like what you're trying to achieve could be accomplished with deal splits: https://knowledge.hubspot.com/records/split-deal-credit-among-users

Have a look and let me know if you have any follow-up questions!