Linking multiple deals

Tom Chapman
Tom Chapman Posts: 20
Second Anniversary 10 Comments Photogenic
edited July 2022 in Sales CRM #1

We operate in the construction industry.  PD is set up as follows:-

Different deal for each service we provide (with multiple pipelines).

But these deals may be all on the same site.

Be great to link these deals together.

Anyone know of a work around?

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  • Amit Sarda - Pipedrive Consultant - AmitSarda.xyz
    Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited February 2022 #2

    You can use the Org record to link all associated deals.

  • Tom Chapman
    Tom Chapman Posts: 20
    Second Anniversary 10 Comments Photogenic
    edited January 2022 #3
    Amit Sarda said:

    You can use the Org record to link all associated deals.

    Thanks, but i know this,  i want the deals to be linked by a custom field, in this case "Site Name".

     

  • Brad Krause_13404
    Brad Krause_13404 Posts: 496
    100 Comments 5 Up Votes
    edited July 2021 #4

    Confused as to why you would need to link the deals since both would presumably be linked already to the same organization record. 

    Based on your brief description I believe we originally went down a similar road for our database organization and we completely changed it for the better. 

    Are you creating a new organization for each site you do work at or are you just using deals as different sites?

  • Jotham McNaughton
    Jotham McNaughton Posts: 1
    edited June 2022 #5

    I second to Tom's statement - If we could link deals together via a Site Name field, that would be awesome. Sometimes you don't win all deals on the site with the same organisation.

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