Please allow multiple organizations to be linked to deals

Randy Farr
Randy Farr Posts: 14

 

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  • Fabrizio Nicolosi_33821
    edited March 15 #2

    You can create a Custom field as "Organization type" and then add it to details of deal. 
    So in this way you can add more than one organization to the same deal.

  • Randy Farr
    Randy Farr Posts: 14
    edited March 2021 #3

    I'll try that now

  • Randy Farr
    Randy Farr Posts: 14
    edited March 2021 #4

    Just did it.  Works great!  thanks Fabrizio!

  • Fabrizio Nicolosi_33821
    edited March 2021 #5

    It's a pleasure Randy!

  • Leopold Goess
    Leopold Goess Posts: 2
    edited March 15 #6

    You can create a Custom field as "Organization type" and then add it to details of deal. 
    So in this way you can add more than one organization to the same deal.

    So, juts for clarification: I add a custom field "related organisation" of type "organisation" to deal/lead. But then I can add just one extra organisation. But how can I connect multiple instances of that field to my lead- e.g. like I can add multiple eMails to a contact?