Directly Relate more than one organisation to one single deal

Options
Ella
Ella Member Posts: 2
in Sales CRM #1

Hi,

Does anyone know if i can directly Relate more than one organisation to one single deal.

Many thanks in advance.

Tagged:

Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,078 COMMUNITY MANAGER
    First Answer First Anniversary 5 Likes First Comment
    #2
    Options

    Hi @Ella , a deal links to one main organization, but you can use custom fields to mention other related organizations. You can see how that works here.

  • Pipedrive User 164
    Pipedrive User 164 Member Posts: 171
    First Anniversary 5 Up Votes First Comment 5 Likes
    #3
    Options

    @Ella My guess is you will find adding a custom organization field to the deal details a great solution. It searches the database for the corresponding record as you type to fill the field and then once populated it is a clickable link to that corresponding record in the database.

Categories