Multiple deals linked to a project

Martin Čížek
Martin Čížek Member Posts: 2 VERIFIED MEMBER
edited July 2023 in Sales CRM #1

Would it be possible to link a project to multiple deals? In our case, new deals often arise within project delivery - large change requests, related services, etc. Thanks for considering.

Tagged:

Comments

  • Henriikka from Zimple - Your Pipedrive partner
    Henriikka from Zimple - Your Pipedrive partner Member Posts: 13 VERIFIED MEMBER
    Third Anniversary 10 Comments Photogenic
    edited July 2022 #2

    I think you are able to do that already? At least in my Projects I'm able to add several deals to the linked deal section.

  • Martin Čížek
    Martin Čížek Member Posts: 2 VERIFIED MEMBER
    edited June 2022 #3
    Henriikka Front said:

    I think you are able to do that already? At least in my Projects I'm able to add several deals to the linked deal section.

    Perfect then!

    The screenshots look like there is just a single deal and I wasn't able to verify it, as I'm not in the beta tester group. Thank you for your reply.

  • Andre Vill - DominateSales.io
    Andre Vill - DominateSales.io Member Posts: 146 VERIFIED MEMBER
    Fourth Anniversary 100 Comments Name Dropper 5 Likes
    edited June 2022 #4

    Hi, Martin!

    Like Hendriikka said, it's already doable.

    image
  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited June 2022 #5
    Henriikka Front said:

    I think you are able to do that already? At least in my Projects I'm able to add several deals to the linked deal section.

    Martin, it's on for your account now too, have fun with it!

  • Amy Zucker
    Amy Zucker Member Posts: 6 VERIFIED MEMBER
    Third Anniversary First Comment Photogenic
    edited July 2022 #6
    Henriikka Front said:

    I think you are able to do that already? At least in my Projects I'm able to add several deals to the linked deal section.

    Would you enable this feature for my account too please?

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,049 PIPEDRIVE TEAM
    2500 Comments Fifth Anniversary 100 Likes 5 Answers
    edited July 2022 #7
    Henriikka Front said:

    I think you are able to do that already? At least in my Projects I'm able to add several deals to the linked deal section.

    Hi @Amy Zucker just checked and it's on for your account :) 

This discussion has been closed.

Categories