Linking multiple deals
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?
Amit Sarda - Pipedrive Consultant - AmitSarda.xyz Posts: 1,253edited February 2022 #2
You can use the Org record to link all associated deals.0
Tom Chapman Posts: 20edited January 2022 #3Amit 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".0
Brad Krause_13404 Posts: 496edited 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?0
Jotham McNaughton Posts: 1edited 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.1