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 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 Admin Posts: 2,917
    2500 Comments Third Anniversary 5 Likes First Answer
    COMMUNITY MANAGER
    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

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