Setting up 3 related business within Pipedrive
Paul Haslam
Member Posts: 1 VERIFIED MEMBER
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
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Comments
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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.0
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