How do I track deals across related organisations

Ray Solvias

I'm setting up a key account program for a global account, and due to the complexity of the account over multiple geographies & business units it is listed in our Pipedrive under 15+ "organisations" and under 6 different "owners" - none of which are me. Is there a way I can link these organisations and then run one report of open/won deals?

Irina Iglesias

Hello Ray,

If these "Organizations" are created as "Contact - Organizations" in Pipedrive, you can easily change their ownership in bulk from the Organizations list view. This article provides guidance on how to do this: https://support.pipedrive.com/en/article/list-view

Thank you!