How to handle an Organization with different divisions?

T.
T. Member Posts: 9
First Anniversary Photogenic First Comment
in Sales CRM #1

Is it possible to have an "HQ" or "Master" account with different divisions (or departments) underneath? Or does everyone simply input the different divisions as separate Organizations?

We have several large Enterprises as clients and are trying to decide the best way to configure the Organization in Pipedrive.

Thanks!

T.

Answers

  • Flip Nolen
    Flip Nolen Member Posts: 94
    Name Dropper First Anniversary 5 Likes First Comment
    #2

    There are only "related organisations" available at present, but there has been a lot of discussions around having Parent/Child hierarchy, but I'm not sure if it is on Pipedrive's road map yet, if at all. I hope it is!

    It certainly would be useful, as well as being able to tag a person to more than one organisation!

  • T.
    T. Member Posts: 9
    First Anniversary Photogenic First Comment
    #3

    Got it. Thank you Flip!

  • Pipedrive User 164
    Pipedrive User 164 Member Posts: 171
    First Anniversary 5 Up Votes First Comment 5 Likes
    #4

    Here is what we did and liked. To this point we don't bother using the related organizations field. This is for property management companies that have a corporate office and then properties about town.

    Company Name: XYZ Group - Corporate

    Company Name: XYZ Group - ABC Property Name

    Tip: if you want the corporate record to land at the top of an alphabetized list then use additional blank spaces in the company name. Then corporate will be places above ABC.

  • T.
    T. Member Posts: 9
    First Anniversary Photogenic First Comment
    #5

    Thanks Brad! Our thought was to use a similar naming convention as well. However, I didn't even consider how to have Corporate land at the top of an Alphabetized list ... thank you very much for the tip to use an additional blank space in the name!

  • Markus Meier_49922
    Markus Meier_49922 Member Posts: 25
    Name Dropper First Comment First Anniversary Integration Partner
    #6

    Hi @T. ,

    maybe worth to have a look at this extension we built for the Pipedrive Marketplace: https://www.pipedrive.com/en/marketplace/app/vizrm/4b3640cf8fe2b2a4

    it allows you to visualize related Organizations in beautiful way and create / edit the relationships with & drop instead of using the tedious list…

    cheers,

    Markus

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