Ability link partners in the form of suppliers, companies and persons and link notes to these.

Bas
Bas Member Posts: 1
edited July 2023 in Sales CRM #1

Hi guys,

Question / wish regarding project management:

As a product designer I have several external companies en several different external persons working on a project. These change on a project basis and during the proces.

At the beginning of a project I'm in intensive contact with 3 potential suppliers of metal parts. To the end of the project only 1 will stay. During this proces i wanne be able to link and delink these suppliers/companies/persons and ad notes to these companies separately

At the moment it is only possible to link one company or person to a project.

  • Would it be possible to link more companies / persons to a project?
  • Would it be possible to add notes on a company or person basis?

Best regards!

Bas

Answers

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,091
    First Anniversary 5 Insightfuls 5 Likes 5 LOLs
    PIPEDRIVE TEAM

    Hi Bas,

    Thanks for sharing the suggestion. I've noted it down in our system where we prioritise this feedback. At the moment it's not in the plans but if we get this request more often we'll definitely take a look in prioritising this, thanks!