Linking notes/activities from Organization to Deal, rather than Deal to Organization
Spoke with a very helpful representative earlier, regarding a potential struggle our company is facing. Currently, posting to a deal will auto populate on the corresponding organization. However, due to coding and how the items are linked; it isn't possible to post a generic update/note to the organization and it auto populate across all the associated deals.
For example, we have an organization with 15 deals. Currently, we have one contact with an organization who will be the main contact for all 15 deals. We have so many deals made, to account for specific business being done. When we receive a generic update from our contact, such as "spoke with Mr./Mrs.___, they advised they would call back with more info at such and such time". We individually have to go in to each of the 15 deals, to post this exact same message, for tracking purposes and accuracy. Wondering if there is a way to somehow link the org to all the deals, so that posting on the org page, auto populates that same message across all associated deals.?
Not a deal breaker by any means, just time consuming and tedious when the same message needs to be posted to all corresponding deals.
Thanks for the great service Pipedrive Team!