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

Quentin Evershed
Quentin Evershed Member Posts: 4 VERIFIED MEMBER
Third Anniversary

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: 163 VERIFIED MEMBER
    100 Comments Second Anniversary 25 Up Votes 25 Likes

    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

    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.