Please allow multiple organizations to be linked to deals

Randy Farr
Randy Farr Member Posts: 3 VERIFIED MEMBER
First Comment
edited July 2022 in Ideas and Product Feedback #1

 

2
Up
2 votes

· Last Updated -

Comments

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 121 VERIFIED MEMBER
    100 Comments Second Anniversary Photogenic
    edited March 2022 #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 Member Posts: 3 VERIFIED MEMBER
    First Comment
    edited March 2021 #3

    I'll try that now

  • Randy Farr
    Randy Farr Member Posts: 3 VERIFIED MEMBER
    First Comment
    edited March 2021 #4

    Just did it.  Works great!  thanks Fabrizio!

  • Fabrizio Nicolosi_33821
    Fabrizio Nicolosi_33821 Member Posts: 121 VERIFIED MEMBER
    100 Comments Second Anniversary Photogenic
    edited March 2021 #5

    It's a pleasure Randy!

  • Rich Soper
    Rich Soper Member Posts: 1 VERIFIED MEMBER
    First Comment First Anniversary
    edited July 2022 #6

    I have a project that is released for Tender by the customer/consultant. I have created the deal in the name of the consultant and used a custom field to link an organisation who is bidding on the tender to the deal. However this only allows the selection of one organization so if I have 10 customers bidding on the tender I have to have 10 custom fields. The field should allow multiple entries from the same custom field.

  • Leopold Goess
    Leopold Goess Member Posts: 2 VERIFIED MEMBER
    edited March 2022 #7
    Fabrizio Nicolosi said:

    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?

  • Alan Devenny
    Alan Devenny Member Posts: 2 VERIFIED MEMBER
    First Comment
    edited December 23 #8

    Yes, you should be able to link deals to multiple contacts. It doesn't seem to be possible in Pipedrive but is in some other CRM systems. If I am wrong and it is possible please let me know how, it would be very useful.

Categories