one person for multiple companies
I have clients with multiple companies, but it isn't possible to add the same person to multiple organizations. Related organizations option does not fulfil the necessary function because each organisation has its own deal.
Comments
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We're currently investigating how we can tailor the program better when it comes to account/contact management, I'll share this feedback with the team
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Add support for relation between contacts and multiple companies would be great. And: Add the ability to define the contacts function on company-level. So for example:
John Smith works as and belongs to
- Head of Sales >> Company A
- Founder >> Company B
- Business Angel >> Company C
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This is an absolute must have... how can get this working! We have the same problem, but for management of stores with multiple rooftops!
John Smith works as and belongs to:
- Wholesale Manager >> Dealership A
- Wholesale Manager >> Dealership B
- Used car manager >> Dealership C
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Mike van der Valk said:
We're currently investigating how we can tailor the program better when it comes to account/contact management, I'll share this feedback with the team
Any updates or work arounds, this is going to kill us, as we just moved all sales teams to pipedrive. Wish i would have known this before hand.
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Mike van der Valk said:
We're currently investigating how we can tailor the program better when it comes to account/contact management, I'll share this feedback with the team
Hi @Woods Denny the most common workaround that works in most (not all) use cases is to create extra custom fields under your contact people. An organization type of field for example called "second org" if you need more you can also create third, etc.. and in that field you enter the second org that contact person is related to. The field will contain a link to the organization and a search field as well when you pick "organization type" of custom field.
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Mike van der Valk said:
We're currently investigating how we can tailor the program better when it comes to account/contact management, I'll share this feedback with the team
@Mike van der Valk Thanks for the tip. Does mean, that when working a deal with John Smith, who is attached to Business-1, and has a "second org" of Business-2, all of the notes and activities for both businesses show up? or just the one in the current deal? How does that roll up into the activity feed for deals?
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Mike van der Valk said:
We're currently investigating how we can tailor the program better when it comes to account/contact management, I'll share this feedback with the team
Hi @Woods Denny
Activities, notes, etc.. are only reflected on items linked by default fields. Unfortunately it won't show up on the second org since this resides in a custom field.Remember also the following set-up
- A deal is the first item and can only link to one main person and org by default
- A person is the second item that can link to multiple deals but only one person by default
- An org is the third item which can link to multiple deals and multiple persons
Because of this anything you add in the deal will auto reflect in the other two items. Anything added to the person will auto reflect in the org, but not in the deal (since there might be multiple). And anything added in the org can't reflect in the person and deal by default since there can be more of them linked to it. This video in our Academy will explain it probably even better: https://www.pipedrive.com/en/academy/courses/get-started-with-the-basics/chapters/how-your-data-is-organized
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I'd like to throw in a vote for this too. This is particularly important as we deal with agencies that can support 10+ of our clients. Right now we have 10 copies of the same person/email and it won't scale. Makes true duplicate detection nearly impossible. Thanks in advance for considering.
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+1 a person needs to be able to be working at different organization within our PD
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I'd love to have this feature too. We are orking with hotels, and we have several contacts that have multiple hotels which all have their own deals
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Agree. We work with customers where an employee also belongs to an industry group. We sell to both the company and the industry group. Decision-maker for both is the same person.
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Agree, this would be helpfull for us too!
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I agree, we have Seniro Exec's of one organisation who sit on multiple industry Boards/think tanks (often where deals are generated) so it would be good to:
- be able to put one person against multiple organisations
- have functionality that allows the relationships between peak organisations, customers and competitors better understood.
1 - be able to put one person against multiple organisations
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How can this not be a function yet? It was brought up over 8 months ago, and is extremely important to smaller (and I suspect, larger) businesess. Many of our contacts work at 2 or more organizations, and might be a board member of many more.
It is extremely important that we know which organisations we have a "way in" to, via one of our existing contacts, and keep track of who we are talking to at one particular organization, even if one of them primarily works for another organization.
So many missed possibilities just because you cant add a second and third organization field to a contact
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Hi @Peter thanks for chiming in. I understand the disappointment, changing this behaviour however is a huge change for the architecture of Pipedrive and when it comes to contact relationships. I know our team is having this in the backlog but it isn't as simple as it may seem unfortunately and there's many dependencies and priorities related to this.
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Same, I need this functionality too. A contact can often work at many different companies (e.g. a contractor/consultant), or own multiple companies. This is a core competency that Pipedrive needs to have !
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Mike Sorensen said:
Same, I need this functionality too. A contact can often work at many different companies (e.g. a contractor/consultant), or own multiple companies. This is a core competency that Pipedrive needs to have !
By the way, I'm a CTO and startup business owner. This is not hard functionality to add... Simple mapping table with Organization related fields (e.g. their title is likely different, email address, etc.).
Being able to look at an individual and see all of the related companies would also be extremely powerful!
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@Mike van der Valk this is an issue for hundreds of Pipedrive users, and dozens have already chimed in through various threads. PipeDrive doesn't accurately resemble how businesses work in the real world. One person can (and oftentimes) does belong to more than one organization. PipeDrive is meant to serve as a CRM to make the PipeDrive user's job easier. I love the platform and strongly urge the PipeDrive team to prioritize this. @Mike Sorensen is correct, the backend mapping is not as difficult as you're making it out to be, and even if so, this is a highly requested feature that merely models the way business works in the real world.... a CRM should support reality not the limitations of a software engineer's imagination/creativity. Please find a solution to this issue, it largely affects how several users handle PipeDrive, and nesting custom fields is not the correct solution... that's a bandaid. Thanks for all your help and support, I look forward to the next level of PipeDrive!
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Mike Sorensen said:
Same, I need this functionality too. A contact can often work at many different companies (e.g. a contractor/consultant), or own multiple companies. This is a core competency that Pipedrive needs to have !
Hi @Mike Sorensen thanks for your comments. I've looped in our PM on that area, hopefully we can improve this!
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Rock Stevens said:
@Mike van der Valk this is an issue for hundreds of Pipedrive users, and dozens have already chimed in through various threads. PipeDrive doesn't accurately resemble how businesses work in the real world. One person can (and oftentimes) does belong to more than one organization. PipeDrive is meant to serve as a CRM to make the PipeDrive user's job easier. I love the platform and strongly urge the PipeDrive team to prioritize this. @Mike Sorensen is correct, the backend mapping is not as difficult as you're making it out to be, and even if so, this is a highly requested feature that merely models the way business works in the real world.... a CRM should support reality not the limitations of a software engineer's imagination/creativity. Please find a solution to this issue, it largely affects how several users handle PipeDrive, and nesting custom fields is not the correct solution... that's a bandaid. Thanks for all your help and support, I look forward to the next level of PipeDrive!
Thanks for chiming in, I appreciate it. I've making some noice internally to get attention on this, hopefully we can accomplish improvements here!
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Rock Stevens said:
@Mike van der Valk this is an issue for hundreds of Pipedrive users, and dozens have already chimed in through various threads. PipeDrive doesn't accurately resemble how businesses work in the real world. One person can (and oftentimes) does belong to more than one organization. PipeDrive is meant to serve as a CRM to make the PipeDrive user's job easier. I love the platform and strongly urge the PipeDrive team to prioritize this. @Mike Sorensen is correct, the backend mapping is not as difficult as you're making it out to be, and even if so, this is a highly requested feature that merely models the way business works in the real world.... a CRM should support reality not the limitations of a software engineer's imagination/creativity. Please find a solution to this issue, it largely affects how several users handle PipeDrive, and nesting custom fields is not the correct solution... that's a bandaid. Thanks for all your help and support, I look forward to the next level of PipeDrive!
@Mike van der Valk thank you for your diligence. Any escalation process available would be greatly appreciated!
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I can definitely see how something so core to the current system would be difficult to alter.
That having been said, I'd like to express my desire for this feature too. I will likely be moving to a professional plan in the coming months, but encountering this issue has caused me second thoughts as a large minority of my potential clients are owners of/participants in multiple businesses.
On merit of automation I still plan to go ahead with upgrade, but this is a serious flaw. I hope this moves very quickly from a backlog issue to a major concern as I see Pipedrive has bells and whistles in beta but has an unresolved core problem at a foundational level. The more these issues are built on top of, the more difficult they will be to improve. As such, the more this fix is deferred in favour of new features, the bigger a thorn in the side it will become when the issue becomes unavoidable. Please act on this issue.
Thank you to the team for their ongoing hard work, and I hope to experience this flexibility soon.
Best wishes.
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Victor said:
I can definitely see how something so core to the current system would be difficult to alter.
That having been said, I'd like to express my desire for this feature too. I will likely be moving to a professional plan in the coming months, but encountering this issue has caused me second thoughts as a large minority of my potential clients are owners of/participants in multiple businesses.
On merit of automation I still plan to go ahead with upgrade, but this is a serious flaw. I hope this moves very quickly from a backlog issue to a major concern as I see Pipedrive has bells and whistles in beta but has an unresolved core problem at a foundational level. The more these issues are built on top of, the more difficult they will be to improve. As such, the more this fix is deferred in favour of new features, the bigger a thorn in the side it will become when the issue becomes unavoidable. Please act on this issue.
Thank you to the team for their ongoing hard work, and I hope to experience this flexibility soon.
Best wishes.
Thanks for your contributions. What makes it tricky is indeed the fact that it's part of our core setup of Pipedrive. Changing it means changing the whole way Pipedrive works.
Having said that, it doesn't mean it won't happen. I know some developers are looking into it. We understand the value and as with everything else in Pipedrive we want to improve your experience and value of the tool over time. I can't promise anything here as I hope you understand but we're definitely not ignoring these requests and are looking at our options.1 -
We kinda have a similar situation but we have been able to make due just fine by adding a 'site name' and 'site address' field to deal details.
We have property management clients that have multiple properties around town and the person that manages those is at a central office. So adding the site name and address to the deal was a any fix.
In some cases we keep separate organisations for the properties. in the name of the organisation we have the corporate name and then the property name in parentheses. We do this mostly when we deal with the property people more than the main office and want the people associated with the property to be more prominent.
No matter how you slice it there is going to be constraints and compromise/ work arounds.
I'm not a big fan of the 'related organizations' thing just because it's another thing to manage and make sure is set.
Oh, and I know I'm one to talk about feature suggestions. I'm guilty.
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Has this feature been added yet? I have multiple contacts that are a part of multiple organizations and would like to keep their information all in one place.
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Cody Harrison said:
Has this feature been added yet? I have multiple contacts that are a part of multiple organizations and would like to keep their information all in one place.
Wish I could say it had @Cody Harrison but it hasn't. I'll connect with our team to see if we can up the priority on this but thats no guarantee unfortunately.
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This is also something that is essential to our business, and not having it can be a dealbreaker for us to further work with Pipedrive.
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Cody Harrison said:
Has this feature been added yet? I have multiple contacts that are a part of multiple organizations and would like to keep their information all in one place.
It would be awesome if the priority could be upped. Cheers
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Any update on this ?
We need this feature too.
It would be easy if we could add more companies in that suggested "custom field" in stead of creating multiple fields "linked organisations"
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