How to link multiple participants to a project

Emmanuel D
Emmanuel D Member Posts: 4 NEW MEMBER
First Comment
edited March 14 in Sales CRM #1

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!

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Answers

  • Sophie
    Sophie Pipedrive Team Posts: 215 PIPEDRIVE TEAM
    Third Anniversary 100 Comments 5 Answers 5 Likes
    #2

    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!

  • Emmanuel D
    Emmanuel D Member Posts: 4 NEW MEMBER
    First Comment
    #3

    I tried creating the Person type field but you can only add one at a time. Does that mean I need to create 4 custom fields to add 4 people?

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