HubSpot Ideas

rtruncale

Associated Deals

HubSpot is set up to associate a company record to the contact and/or deal record. One contact can have many deals. However, is anything in the works to associate deals to deals? Example - we really don't use company records much. If we're aiming to sign a label, the label target becomes the deal name. Then our sales reps will work the deal through the sales funnel. If this deal (label) then provides us mini-deals, I would like to create one over-arching deal record with the deal amount a combination of all amounts. From this label, we sign 5 artists. I would like to set up the deal record to show the associated artists tied to this deal as their own deals linked back to the top level parent deal. This same concept exists on the company record, but unfortunately company records do not show on a deal board and our use case doesn't really call for much from the company record. Just wondering if anyone had any feedback/thoughts here? Would be great to show an "Associated Deals" section or something to tie in the other deals associated to this deal/opportunity.

 

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1 Reply
nateangell
Contributor

We really need to automatically associate new contacts with deals that are related to the company their email domain matches.