Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way

Alan Poole
Alan Poole Posts: 1
edited July 24 in Sales CRM #1
Hi, I have a contact who works for 2 organisations, both of which i have deals with. Is there a way to give a contact more than one organisation?

Answers

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited July 15 #2

    Hi @Alan Poole !

    Each Person can only be "hierarchically" linked to one Organisation at a time, but there's a couple of options you can use instead:

    • You can still link that Person to the Deal of either of those organisations, regardless of whether they are linked to the Orgs too.
    • Create a Person-type of custom field for Organizations and list the Person in that field for the "secondary" Organisation. Keep in mind that this is different from the standard listing of a Person under an Organisation.

    Hope that helps! I will forward your suggestion internally for our team's consideration.

     

    https://community.pipedrive.com/user/alan_poole