Setting up 3 related business within Pipedrive

Paul Haslam
Paul Haslam Member Posts: 1 VERIFIED MEMBER
First Anniversary Photogenic
edited May 2022 in Sales CRM #1

Hi,

We've just started using Pipedrive for our digital agency, Web Bureau. 

There are 2 other businesses in our Group who also want to start using Pipedrive. Leads and opportunities will be independent for each business, however, our CFO wants to be able to run reports to show total metrics (opportunities, pipeline value, etc) for all 3 companies.

Can anyone advise on the best way to achieve this?

Thanks in advance, 
Paul

Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 1,230 COMMUNITY MANAGER
    250 Likes Third Anniversary 25 Answers 500 Comments
    edited June 2021 #2

    Hi Paul, are all businesses part of the same Pipedrive company account or different Pipedrive accounts? In case of different accounts it is not possible to aggregate them directly in the same Pipedrive dashboard I'm afraid.
    But you can explore our marketplace for solutions, there may be a third-party tool can do that for you.

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