Allow linking of a single activity to multiple deals

It would be great to have the option to link multiple deals to the same, single activity.

For example if you had a meeting scheduled with one contact to discuss multiple deals, it would be great to link everything rather that creating multiple duplicate activities etc.

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Example of activity creation screen
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  • Mark Denholm
    Mark Denholm Posts: 2
    edited January 2021 #2

    this would be amazing - great idea!

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 24 #3

    Hi @Caleb Morton , thank you  for your feedback!

    I can see how this could be useful and made sure it reaches our team for consideration.

  • Sam Desner
    Sam Desner Posts: 1
    edited January 2021 #4

    This would also be incredibly helpful for us as well, please bring it to the team! I've been trying for nearly two weeks to figure out how to automate moving all deals in a certain group to a certain stage in a pipeline when a specific activity is completed for one of the deals. This would be incredibly helpful for our sales reps when dealing with Franchised vs. Non-Franchised bar and restaurant chains.

  • Stefan Heczko
    Stefan Heczko Posts: 1
    edited January 2021 #5

    +1 This would also be incredibly helpful for us as well.

  • Alex_16846
    Alex_16846 Posts: 1
    edited January 2021 #6

    +1 This feature would be super helpful to help keep deals separate and avoid bucketing multiple things into a single mega deal in order to link it to a meeting.

    Is there any update on this?

  • Tim Lawrence
    Tim Lawrence Posts: 1
    edited January 2021 #7

    This would be helpful.  Any update?

     

  • Eli Glanz
    Eli Glanz Posts: 57
    Second Anniversary
    edited February 2021 #8

    Hi @Caleb Morton , thank you  for your feedback!

    I can see how this could be useful and made sure it reaches our team for consideration.

    Hi @Inês Batata, can this be escalated?

    Our sales reps constantly have meetings with customers where multiple deals are discussed.

    So far I see no workaround or solution for those meetings to be reflected in their respective Pipedrive Deals - creating multiple meetings is not an option as it will inflate the # of activities.

    Just like you can link multiple person(s), you should be able to link multiple deals.

    Please.

  • Mohamed AMER
    Mohamed AMER Posts: 3
    edited January 2021 #9

    This  feature is a great one, especially in the context of having multiple deals (in different pipelines!) converging to the same person. having to create different activities in Pipedrive creates conflict in other Calendar applications (for Example I use Outlook, and till now I get confused and have to check why there is a conflict in the calendar, only to find it's the same activity).

    I hope you can resolve this soon.

  • Euan Lockwood
    Euan Lockwood Posts: 1
    edited February 2021 #10

    +1 for this feature request. We often have multiple deals covered by single meetings/calls.

  • Inês Batata
    Inês Batata Admin Posts: 3,153 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited February 2021 #11

    Hi @Eli Glanz  and everyone, thank you for your feedback and ideas. I've reinforced them internally again to be taken into consideration by the team for new developments.

    At the moment we have no news about this, as priorities and resource allocations for development have to be distributed and unfortunately not everything can be built or at least built in the near future. That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future.

    This is where we make all product update announcements, make sure to follow them:

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  • Niels ten Have
    Niels ten Have Posts: 2
    edited February 2021 #12

    Hi @Caleb Morton , thank you  for your feedback!

    I can see how this could be useful and made sure it reaches our team for consideration.

    I'm using the same work around for this as well and would be very happy with this possibility as well. 

    Already anticipating a drop in number of activities after this feature would be implemented, but that's fine :) 

  • Eiríkur Skúlason
    edited May 2021 #13

    +1 for this feature request! This would be hugely beneficial for us and would really improve our sales process. Making multiple activities which are just copies of each other which convolute our workload and activities is not a good solution.

  • Titouan Parand_39894
    edited September 2021 #14

    +1 I need that :)

  • Ben Young
    Ben Young Posts: 1
    edited September 2021 #15

    +1 @Inês Batata any update on this? It's the thing making me currently look at other CRM systems for our team so would be super awesome to have this!