Connecting married contacts

mthimot
mthimot Member Posts: 2 NEW MEMBER
edited March 3 in Sales CRM #1

How do I connect two contacts that are partners? How to connect two contacts into a deal?

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  • Tony Xavier
    Tony Xavier Pipedrive Team Posts: 221 PIPEDRIVE TEAM
    Third Anniversary 25 Answers 100 Comments 25 Likes
    #2

    Hi @mthimot,

    We could use Person type custom fields within Contacts to store information about the respective partner(s) of a contact so that the reference to the partner will be visible from each contact.

    To link multiple contacts to a deal, you can use features like Deal Participants to link more than one contact to a deal. However, this would not change the logic of a deal having primary contacts.

    One other option would be to create Organisations for partners; for example Mr and Mrs Smith will be linked to an organisation called Smiths and you can link the organisation to the deal.

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