Hi All, I have account 'teams' that share deals. Can I assign multiple owners to a single deal?Thank you, Pick
I agree that this would be helpful. I co-produce certain accounts with another colleague and right now the deal is either won by myself or by them and we cannot track the information properly.
@Laura Pickering Pipedrive will only allow one owner for all the native functionality like reporting, but you could add some custom 'user' fields that would allow you to add multiple users to a single deal.
Another idea might be to add a custom 'team' field, then you can assign a team to each deal and create filters based on that team.
I hope that helps, if you have any more questions please feel free to reach out to me at https://crm-guru.net or directly at [email protected]
Without knowing your end goal, I would recommend trying out 3 things:
Keep us all updated on what you end up doing
Yup, we did what Steven mentioned above, we added two additional "Contact" fields at the top of the Details section that pull from Users. It's a work around.