Handling an organization without contacts
Jonathan Barrett
Member Posts: 1 VERIFIED MEMBER
I have an application which requires me to communicate with an organisation, rather than a contact, using the organisation's generic email address: infor@
How do I handle that in Pipedrive?
- Add the organisation as a contact?
- Add the organisation normally and then add a 'virtual' contact?
- A better way?
Any advice appreciated.
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Comments
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1- create a custom field for the org email in the organization object.
2- when creating new deals, tie the deal to a dummy contact [or none at all]
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