Handling an organization without contacts

Jonathan Barrett
Jonathan Barrett Posts: 1
edited July 24 in Sales CRM #1

I have an application which requires me to communicate with an organisation, rather than a contact, using the organisation's generic email address: [email protected]

How do I handle that in Pipedrive?

  1.  Add the organisation as a contact?
  2. Add the organisation normally and then add a 'virtual' contact?
  3. A better way?

Any advice appreciated.  

  

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Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited October 2020 #2

    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]