Two Sales Reps, One Account - How to show on both PipeLines

Melissa Scheffer
Melissa Scheffer Member Posts: 1
edited July 2022 in Business Talk #1

Hi community! We have several instances where two sales reps work together to close one account. How can we make sure they show on both of their PipeLines without creating two different deals? I've tried adding each other as followers and then changing the visibility group. 

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  • Pipedrive User 164
    Pipedrive User 164 Member Posts: 150
    100 Comments 25 Likes 5 Up Votes First Anniversary
    edited February 2022 #2

    Only one person can be the “owner“ of a deal. By both pipelines do you mean you created a totally separate pipeline for each sales rep?

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