Deal roll-up from Daughter Organisations to Parent Organisation?

Theresa Shepherd
Theresa Shepherd Posts: 6
First Comment
edited July 2022 in Ideas and Product Feedback #1

We are a growing company and Related Organsiations is becoming a valuable feature, but nothing rolls up from the daughter organisations into the parent organisation Overview. This would be great at least for deals and meetings.

Also being able to search for related organisations or all parent account would be useful for planning and managing activities across daughter companies.

 

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  • Boris Tsibelman
    Boris Tsibelman Posts: 998
    1000 Comments Second Anniversary First Answer Combo Breaker
    edited November 2020 #2

    Hi Theresa,

     

    Pipedrive does not really support the Parent/Child concept for roll ups

  • Mike van der Valk
    Mike van der Valk Posts: 4,052 PRODUCT MANAGER
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited April 2021 #3

    Hi @Theresa, Boris is right unfortunately.

    I've added the "feedback" tag to make sure our team sees your suggestion though.

  • Maria Mogilnaya
    Maria Mogilnaya Posts: 1
    edited March 2022 #4

    Hello! Has this been implemented? I have only recently started using Pipedrive and this feature would really help to screen the deals across a group-based organisation (one parent, multiple sisters). Many thanks! Maria

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