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

Lisa
Lisa Member Posts: 1
edited June 2023 in Ideas and Product Feedback #1

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

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  • Edie Mew
    Edie Mew Member Posts: 168
    First Anniversary 5 Up Votes 5 Likes First Answer
    #2

    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.

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