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 Member Posts: 1 VERIFIED MEMBER
edited July 2022 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?
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  • Inês Batata
    Inês Batata Posts: 2,006 VERIFIED MEMBER
    2500 Comments Third Anniversary 25 Likes First Answer
    edited July 2022 #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
  • Matěj Kříž
    Matěj Kříž Member Posts: 105 VERIFIED MEMBER
    100 Comments 25 Likes Second Anniversary Photogenic
    #3

    Hey, everybody. You've hit a sore spot on Pipedrive. Such a simple thing, and so useful. It solves so many things:

    • people changing jobs
    • working at multiple companies
    • working in a structure (e.g. university > faculty > institute) 
    • etc etc.

    This could all be solved by "One person in multiple organisations" support. Pipedrive knows full well that people have been asking and requesting this feature for years. But apparently it's too much work for them, so they've ignored these requests for years.

    https://community.pipedrive.com/discussion/comment/37279#Comment_37279


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