Linking People with multiple organisations
Hi,
I can see that organisations can be linked - but hierarchical only? I have a person that is currently connected to multiple organisations of different categories that aren't directly connected? I want to be able to the the individual 'connected with these organisations but it appears clunky? Please advise.
Comments
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Hi @Michelle Martin the only way is to set companies linked together, for example as parent compan.
To do that go into the organization detail and select ”related organizations” in the left column. You will be able to select the type of company relation.
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Keep in mind that even though a person can only be connected to one organization they can be connected to deals across different organizations. For what that's worth to your situation.
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Fabrizio Nicolosi said:
Hi @Michelle Martin the only way is to set companies linked together, for example as parent compan.
To do that go into the organization detail and select ”related organizations” in the left column. You will be able to select the type of company relation.
Thank you. However, those companies are independent to one another. It's about the relationship of the individual between these organisations, if you follow me?
I'm in marketing, to link a company as a parent or sister would be confusing and impractical. I'm sure I've achieved this on other CRM's in the past. Thanks.
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Brad Krause said:
Keep in mind that even though a person can only be connected to one organization they can be connected to deals across different organizations. For what that's worth to your situation.
Thank you Brad. This is more or an Influencer for events that connects with certain organisations as he is Chair on a board for various that are of no direct relation to one another. It looks like I will have to create a note and paste in each one - not ideal really.
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Brad Krause said:
Keep in mind that even though a person can only be connected to one organization they can be connected to deals across different organizations. For what that's worth to your situation.
another option.
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Brad Krause said:
Keep in mind that even though a person can only be connected to one organization they can be connected to deals across different organizations. For what that's worth to your situation.
Yet another option is to add a "person" field to organization details. This would allow for any person in your database that is associated with organization A to be associated with organization B.
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Fabrizio Nicolosi said:
Hi @Michelle Martin the only way is to set companies linked together, for example as parent compan.
To do that go into the organization detail and select ”related organizations” in the left column. You will be able to select the type of company relation.
exactly my point. the organisations are not related but the person holds a function across several organisations - example in NHS CCGs and NHS Trusts.
I have jus commented on similar threads here
(21) How do you associate a contact to multiple organisations (pipedrive.com)
and here
(21) Connecting Contacts to Organisations (pipedrive.com)
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Fabrizio Nicolosi said:
Hi @Michelle Martin the only way is to set companies linked together, for example as parent compan.
To do that go into the organization detail and select ”related organizations” in the left column. You will be able to select the type of company relation.
I agree with other people's comments and frustrations here - I need to be able to connect one person to multiple and totally independent organisations and would have thought this is a basic 101 for any CRM - this is annoying to now find I am unable to do this!!
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