Extend relationship type to capture various networks

Markus Ehart
Markus Ehart Member Posts: 3 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

I would like to extend the relationship type between organizations . eg. "Customer of" to represent customer networks of an organizations.

So far there are just 3 options to link organizations (related, parent / daughter)

From time to time we get insights about what products customers are using. We use this intel to track our competition. I would like to capture that information by linking them with the providing organization.

The relationship type could be “customer of” or “business related” as an example.

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Comments

  • Andre Vill - DominateSales.io
    Andre Vill - DominateSales.io Member Posts: 148 VERIFIED MEMBER
    Fourth Anniversary Photogenic First Answer 5 Likes
    edited May 2022 #2

    Hi Markus!

    This is probably something that should be done with Custom Fields. Maybe a single or multiple option field with "Customer of" as the name of the field and competitors as options.

  • Markus Ehart
    Markus Ehart Member Posts: 3 VERIFIED MEMBER
    edited May 2022 #3

    Hi Markus!

    This is probably something that should be done with Custom Fields. Maybe a single or multiple option field with "Customer of" as the name of the field and competitors as options.

    Hi Andre,

    Thanks for your suggestion. A customer field “Customer of:” set to the field “Organization” and the option to add one to many would work as a workaround.

    However, the relationship feature would be the better way.

  • Matěj Kříž
    Matěj Kříž Member Posts: 105 VERIFIED MEMBER
    25 Likes 100 Comments Second Anniversary Name Dropper

    Please Pipedrive, Any news on the development?

    We would very much welcome this functionality - we think it is essential in the type of software that calls itself Customer Relationship Management (CRM). It is not only about our relationship with the customer, but it is also about the relationships of customers (contacts) with each other. This is an important feature!

    I would hate to invent my own system using custom fields. Pipedrive should support this "by design". So that once you add this feature, I had to redo everything.

    Even local czech CRM Raynet supports this. You can link People to multiple other Organizations - they call it "Links to other Organizations" and in addition to your the link to another organization, you can add a short description (!) to that link - such as "former employee", "external consultant", etc. It's super useful.

    When will you finally add it too?

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