Is there a way to add multiple companies to a single deal?
Quentin Evershed
Member Posts: 4 VERIFIED MEMBER
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.
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Answers
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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.
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