Link multiple Contact people to a deal

Margaux M

It's gonna be great and awesome if we had the possibility to link more than 1 contact to a deal.

For a SDR's department it's really essential. In our day to day job we have to reach out several people in one organisation to trigger a conversation :-)

Lucas MAGNE

Hi Margaux,

I don't know if you know it but you have the "participants" detail in your deals to link more than one person.

Margaux M

Hi Lucas,

Yes of course I knew it before posting my request :-) But thanks for your answer

I fully understand the notion of "participant", but in term of visibility et clearness, all my team was a little bit "disturb" if I may say, when they didn't saw the two or three main contacts under "contact" but only in participants.

Kristaps Beinerts

Customer Success teams typically work with several people in every company. It's important to have all email threads in one place for context.

The current workaround is adding multiple emails to the linked person but leaves a lot to be desired.

Perhaps it could be segmented into two sections. "Main point of contact" & "additional contacts".

So that we could see a profile for every person/contact involved in the deal.

Thoughts?

surprised to see no one else has posted this suggestion in the forum yet (or have I missed it?)

Cliff_J

Many times I have more than one Point of Contact for a Deal. I have created custom Fields to add a second person to a Deal, however, I also have to create them as a Contact/Person to have their information so I am adding their information twice.

Can we add a second Contact person to a Deal?

markusblaschka

Same thought here. For most of my deals, I have more than one contact person. Sometimes it's just HR and some other department... in any case, it's a 1:n relationship, not 1:1 :)

Julie R

I was surprised to learn that this feature is not available. It seems fundamental. Am I alone?

Amit Sarda (AmitSarda.xyz)

No. This is an often-requested feature. I am sure it will come soon someday.

In the mean time, you can add other people as participants to the deal.

Craig Campbell

This would be very helpful, especially when there is a business partner or spouse that we need to track communication with. Adding participants to an activity doesn't seem to capture everything we need from the various contacts.

dgnfly

Absolutely. There is a Participants Section where you can add more than one person to a deal. Have you spotted that?

Ruven Klunk

In Pipedrive, you can only add one main contact to a deal. In most cases, however, we have multiple main contacts for a deal. This also affects the automated emails, as these are then only sent to one person. We would like to use automation to send the mail to several contacts within a deal.

Manuel Oliveira

Hi @Ruven Klunk, thanks for the feedback! It will be merged with similar requests by other community members for our product team’s consideration.

Leo

You can get around this by creating custom contact fields on the deal to plug in the additional connected contacts.
Then you can add all of them to your automation emails.

Ruven Klunk

But that would only add one person per custom field or?

Leo

@Ruven Klunk sorry for late response. Yes a custom field would only allow 1 extra contact per field.

One can also add multiple Contacts as Participants to the Deal. We use this for adding the other members of the team and whilst they are not connected as the primary contact when one goes onto the Deal, one can see the other associated members in the Participant dropdown.