Does anyone know if i can directly Relate more than one organisation to one single deal.
Many thanks in advance.
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.
@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.