HELP - Is there a way to link multiple properties (a clients real estate portfolio) to a contact or
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I have exactly the same need, but for a slightly different situation.
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Each property I have is a "deal" in PipeDrive. The Deal Title is the property address, and the client and/or their organization is linked to those deals.
I have also tried where the "product" is the property in case your pipeline is set up differently. I hope that helps!
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I like the way @Pat Jankowski tackle the problem.
Adding to all that, for a different scenario in case the owner/client has a building with many apartments for sale you could, for example, create a mother ORGANIZATION (Let's say in this case the whole building would be the organization) then each apartment would be a separate ORGANIZATION that you would link to this mother Org.
Once you have a deal for a particular apartment you would also know that this is linked to the main building that has many other apartments for sale from the same owner.
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This could all be solved by "One person in multiple organisations" support. Pipedrive knows full well that people have been asking and requesting this feature for years. But apparently it's too much work for them, so they've ignored these requests for years.
Such a simple thing, and so useful. It solves so many things:
- people changing jobs
- working at multiple companies
- working in a structure (e.g. university > faculty > institute)
- etc etc.
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