Is it possible to link or associate two contacts?

Greg Habstritt
Greg Habstritt Posts: 1
edited July 15 in Sales CRM #1

We are dealing with a database of individual health patients, and looking to be able to create records for therapists and then associate them.  One patient would be associated with one therapist, but one therapist could be associated with multiple individual patients.

We are not using the Organization level because there are rarely two records that are associated by being in the same organization.

Essentially this is more a consumer to consumer relationship as opposed to business to consumer.

Is there a way to relate / associate / link records in Pipedrive so that it is a two way relationship?  Ie: I click on a therapist and can see the clients associated with them .. and click on a client and see what therapist is associated to that client?

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Comments

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited February 25 #2

    You might want to use the therapists as organizations, and the patients as contacts.

    In this case - you can have that relationship you're looking for.

  • Brad Krause_13404
    Brad Krause_13404 Posts: 518
    edited December 2020 #3

    You might want to use the therapists as organizations, and the patients as contacts.

    In this case - you can have that relationship you're looking for.

    Yep, this would be a good solution. 

  • Boris Tsibelman
    Boris Tsibelman Community Driver Posts: 1,037
    1000 Comments Second Anniversary Combo Breaker Photogenic
    edited December 2020 #4

    You might want to use the therapists as organizations, and the patients as contacts.

    In this case - you can have that relationship you're looking for.

    Feel free to reach out if you need any help setting this up