Since our sales process is built around resellers we have 2 different pipelines. One for sales with end customers and one for the contract with the resellers. However, now we would like to know how much sales with end customers a reseller made. Therefor it would be a really nice feature to be able to associate deals from different pipelines with another.
In my head the feature looks could look the same as how a company is associated with deals. A field on the right side in the deal view.
We also have a need to associate a deal with another deal. Our company provides grants to companies, which is a deal on the company record. We also want to tracking follow-on funding to be able to report it as an outcome of that grant, but we are having difficulty determining how to do that when we cannot associate a deal with a deal.
Same here, we need to associate deals from different pipelines.
Debe ser un usuario registrado para añadir un comentario aquí. Si ya está registrado, inicie sesión. Si todavía no está registrado, hágalo e inicie sesión.