Is there a way to add multiple companies to a single deal?

Quentin Evershed
Quentin Evershed Member Posts: 4
Third Anniversary
in Sales CRM #1

We have projects where we work with multiple companies to pull across that deal. So for us in construction, that could be architects, contractors and joinery sub-contractors. All worthwhile contacts, but currently no way to track these companies on Pipedrive next to the deal, only 1 company or multiple people.

Answers

  • Pipedrive User 164
    Pipedrive User 164 Member Posts: 126
    100 Comments 25 Likes 5 Up Votes First Anniversary
    #2

    There is a way to associate a second company with a deal by using a custom deal details field called "Organizations". When this field is active it searches organization records in your database as you type. Or if it

    Screenshot 2023-05-16 at 6.23.51 AM.png

    doesn't exist you can Add a new organization to the database by filling out this field. See attached image that shows me adding a new Organization field to deal details.

Categories