How to handle an Organization with different divisions?
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.
Flip Nolen Posts: 122
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!2
Brad Krause_65956 Posts: 58
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.1
Markus Meier_49922 Posts: 25
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…