Many of my sales are to individual homeowners who don't belong to an organization that's relevant to a particular sale. How do I set this up in Pipedrive?
Pipedrive does not require that people be linked to organizations. It is more common for users to enrich contact people’s information by linking them to their organization. But you can choose not to, which will have no limitations on functionality.
Hi @Gabor Horvath , you can have a look in this thread for advice on this.
Thanks Manuel but I still don't understand whether entering Individuals who are not connected to Organizations limits any of the Pipedrive functionality. In other words, is it a 'best practice' to enter Individuals without Organization, or does Pipedrive require a connection between an Individual and an Organizations to enable certain functionality?