Can multiple people be linked to a deal?

Ian_45565
Ian_45565 Member Posts: 6
Second Anniversary First Comment Photogenic
edited July 2022 in Sales CRM #1

I already know the answer: Yes and No.

Only one main contact.

Participants can be added but this is weak -- they are in a separate list and can't easily be cc'ed.I assume this is a fundamental limitation of the software platform 

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  • Boris Tsibelman
    Boris Tsibelman Member Posts: 872
    1000 Comments Third Anniversary Premier Solution Provider First Answer
    edited July 2021 #2

    A deal in Pipedrive can only have one connected Person contact.
    If needed, other people can be linked to a deal as Participants. Participants can be added to a Deal from the Participants sidebar section of the Detail View.

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