How can I assign multiple products to one contact and view detailed information for each one?

Juani Daives
Juani Daives Member Posts: 2 NEW MEMBER
in Sales CRM #1

Hi everyone,

I work in the insurance industry and would appreciate your guidance on how to manage multiple policies under a single contact in Pipedrive.

Example:

  • In March 2025, I sold a client Policy 1.
  • In April 2025, the same client purchased Policy 2.

I want each policy to be tracked as a separate deal, and from the client’s profile, I’d like to be able to click on each deal and see all the custom information I’ve added, such as:

  • Premium amount
  • Automatic increase percentage
  • Payment method
  • Reason for purchase
  • Any additional details specific to that policy

What’s the best way to structure this in Pipedrive? Should I work with multiple deals per contact and use custom fields for each? Is there a way to link specific product details to each deal and view them clearly from the contact's page?

Thanks in advance for your help!

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