Would you consider adding the capability of tying more than one organization to a deal?

Lisa Member Posts: 1

For example, sometimes there are both partners and clients associated with the same deal.

3 votes

Active · Last Updated


  • Edie Mew
    Edie Mew Member Posts: 165
    First Anniversary 5 Up Votes 5 Likes First Answer

    Hi Lisa,

    I second this! A small workaround I have implemented is using the data field - Organisation. This can tag an existing or create a new Organisation when completed, as a custom field it can out against the Deal or Org or Person.