How to link multiple participants to a project
I've noticed a thread from 3 years ago asking for this so not sure if this has been enabled.
How do you link multiple contacts from a company to a project?
Also contacts from other companies.
Here's the scenario. I have a project we've won and it's a Joint Venture with two construction companies. I need to associate contacts from both companies to the Project in Pipedrive. How do I do this when there's only one person you can link it to!
Answers
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Hi @Emmanuel D,
In Pipedrive, each project can only have one primary linked contact by default, however, to workaround this you can associate multiple contacts using custom fields!
I recommend creating a person-type or organization-type custom field to store additional contacts from both construction companies directly within the project. This way, you can quickly reference and manage all associated contacts from these fields.
I hope this helps!
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