Linking multiple PD contacts (but not PD users) to a deal...

Hi Everyone, Happy New Year!

So I've looked around but can find an answer to this one.

I need to link several contacts that are already in PD (but not PD users), to various deals as a way of tracking which team members will be supporting various deals.

I have set up a custom field on the deal using the "Person" option, and this does exactly as we need - but for only one contact.

I have not been able to see the option to add multiple persons, other than to write them out manually, but this would then lose the link between that individual's record and the deal.

Does anyone have a solution?

Best Wishes,

Nick

Answers

  • If I understand you correctly you are looking to add multiple people to one deal rather than one person to multiple deals.

    In that case you can use the participants to keep track of all the people involved in one deal, from one organisation.

  • Nick L
    Nick L Posts: 5
    Photogenic First Comment

    Hi Philipp,

    Using Participants gets me about half way there.

    The functionality I'm looking for was to be able to use the group email function and to have the linked deal display on the individual contact's record.

    Not sure if there is a way to make that happen?

    Best Wishes,

    Nick