HELP - Is there a way to link multiple properties (a clients real estate portfolio) to a contact or

Vernon S
Vernon S Member Posts: 1
edited July 2022 in Sales CRM #1
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  • Daniel Steyn_20524
    Daniel Steyn_20524 Member Posts: 13
    First Comment
    edited January 2022 #2

    I have exactly the same need, but for a slightly different situation. 

  • Pat Jankowski
    Pat Jankowski Member Posts: 1
    edited December 2020 #3

    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!

  • Alex Stueber
    Alex Stueber Member Posts: 89
    Second Anniversary 10 Comments 5 Likes Elite + Premier Solution Provider
    edited December 2020 #4

    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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