Switch to another organization hidden under More actions

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Gabriel Bédard_75620
Gabriel Bédard_75620 Member Posts: 3
First Anniversary
edited June 2022 in Sales CRM #1

Hi, when looking at the Organization of a specific deal, Switch to another organization is hidden under More actions. Multiple times per year, when someone in our team wants to modify the organization of a deal, the member will use the Edit all fields button since the Switch to another organization button is hidden. This has many unintended consequences such as all the Persons from the initial Organization changing to a duplicate organization after this is done.

Is there anyway to prevent this from happening in the future? 

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  • Andre Vill
    Andre Vill Member Posts: 131
    First Anniversary Name Dropper First Comment 5 Likes
    edited March 2022 #2
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    Hi Gabriel!

    This is something that we, Dominate Sales, teach multiple times to companies, we build Pipedrive for. It is really easy for new Pipedrive users to "wreck" the database with incorrect inputs. As I am aware, there is nothing really that can be done about this, but to just teach them, not to touch it.

  • Gabriel Bédard_75620
    Gabriel Bédard_75620 Member Posts: 3
    First Anniversary
    edited March 2022 #3
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    Andre Vill said:

    Hi Gabriel!

    This is something that we, Dominate Sales, teach multiple times to companies, we build Pipedrive for. It is really easy for new Pipedrive users to "wreck" the database with incorrect inputs. As I am aware, there is nothing really that can be done about this, but to just teach them, not to touch it.

    Thank you for your answer. 

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