Include Customer Hierarchy in a Deal

Earlier, while creating a deal for an existing customer, the system, by default, considered all child and grandchild persons and their accounts in the customer hierarchy. Now, the system facilitates you to indicate whether you want to consider all child and grandchild persons and their accounts in the customer hierarchy while creating a deal.

A new option named Include Hierarchy is introduced in this release. It appears when the entity type is set to Customer and simulation type is set to Customer while creating a deal. If you select the Include Hierarchy option while creating a deal, the system considers all child and grandchild persons and their accounts in the customer hierarchy. Note that if you select a reference customer while creating a deal for an existing customer, the system considers all child and grandchild persons and their accounts in the referenced customer's hierarchy irrespective of whether the Include Hierarchy option is selected or not.