Hi I sell a lot through partners and would like to have the same contact person both be on the Partn

Dorte Møller

Hi I sell a lot through partners and would like to have the same contact person both be on the Partners Company and the Customers, The sales person differs from case to case., eventhough same partner eg. . BUT is this possible? To day I use a custom field for source (Partnername), but that was meant for company name level.

Andre Vill - DominateSales.io

Hi Dorte!

You probably got an answer for this, but I will just reply in case somebody will need help with this in the future.

If you scroll below there are "Participants" where you can add people from different companies to this deal.

But creating a custom field for this also works. Depends on how clean look you are going for.

Sadly adding the person to 2 different companies is still not possible.

Best regards,

Andre

Matěj Kříž

As @Andre Vill mentioned. 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