Linking multiple organizations to a deal

Rich Soper
Rich Soper Member Posts: 2
First Comment First Anniversary
edited July 2022 in Ideas and Product Feedback #1

I have a project that is released for Tender by the customer/consultant. I have created the deal in the name of the consultant and used a custom field to link an organisation who is bidding on the tender to the deal. However this only allows the selection of one organization so if I have 10 customers bidding on the tender I have to have 10 custom fields. The field should allow multiple entries from the same custom field.

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  • Alan Devenny
    Alan Devenny Member Posts: 2
    First Comment
    #2

    Yes, you should be able to link deals to multiple contacts. It doesn't seem to be possible in Pipedrive but is in some other CRM systems. If I am wrong and it is possible please let me know how, it would be very useful.

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