I'm noticing many of my Organizations aren't coming up under my "People". I do have the Organization

David Frankel
David Frankel Posts: 6
edited July 24 in Sales CRM #1
I'm noticing many of my Organizations aren't coming up under my "People". I do have the Organizations listed under the "Peoples" tab. Is there a way to sync them?
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Answers

  • Inês Batata
    Inês Batata Admin Posts: 3,155 COMMUNITY MANAGER
    2500 Comments Second Anniversary 5 Likes First Answer
    edited June 16 #2

    Hi @David Frankel !

    I'm sorry to hear you're having trouble with the contact sync. People and Organizations that are connected to each other in your external contacts list should also show up as connected when synced into Pipedrive and vice-versa. Learn more about this feature here.

    I've done some adjustments to your account from our end and I'd like you to clear the cache and cookies in your browser and check again, please.

    If the issue remains, please reach out to our Support team, who will help you with any further troubleshooting necessary.

    https://community.pipedrive.com/user/david_frankel