Directly Relate more than one organisation to one single deal

Ella
Ella Member Posts: 2 VERIFIED MEMBER
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.

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Answers

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,220 COMMUNITY MANAGER
    250 Likes Third Anniversary 25 Answers 500 Comments
    #2

    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 VERIFIED MEMBER
    25 Up Votes Second Anniversary 100 Comments 25 Likes
    #3

    @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.

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