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Hello everyone, is there a way to link a contact to two different organizations without necessarily
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one person for multiple companies
I have clients with multiple companies, but it isn't possible to add the same person to multiple organizations. Related organizations option does not fulfil the necessary function because each organisation has its own deal.
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Related Organizations Improvement
I'm using the Related Organizations feature to build out a complex organizational structure (20+ components). It's not very workable for large structures, with 10+ s load times for each org search and common hanging issues. A few ideas: Filter currently selected Related Organizations from the queryset Multi-select…
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Export list of all organisation relationships
I need to get a list of all organisation relationships (for all applicable organisations). The goal is to load this into a BI platform for data analysis using parent/child rollups. However the Pipedrive api only provides organisation-relationship data when provided with a specific org_id - so not ideal. What other options…
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Linking multiple organizations to a deal
I have a project that is released for Tender by the customer/consultant. I have created the deal in the name of the consultant and used a custom field to link an organisation who is bidding on the tender to the deal. However this only allows the selection of one organization so if I have 10 customers bidding on the tender…
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Linking people to multiple organizations
Hello! Looking for guidance - our company works with agencies where one account contact would manage multiple organizations. For example an advertising agency where we have the organization as 'Multi-Media Inc' but we want them linked to the 'Nike' organization - do we have to create multiple 'people' such as Amy Hunt with…
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Deal roll-up from Daughter Organisations to Parent Organisation?
We are a growing company and Related Organsiations is becoming a valuable feature, but nothing rolls up from the daughter organisations into the parent organisation Overview. This would be great at least for deals and meetings. Also being able to search for related organisations or all parent account would be useful for…
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Visualize related organization
Is there a way to visualize the whole structure of an organization ? When I click to display related organizations, I can see one level dow and one level up, but in a case where there would be multiple levels, I would love to be able to see these different levels, like visualizing and organisation in a tree form or…
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Reporting sales at Parent level
Hello Community, I have set up several entities as "Daughter" organisations, and have deals associated to them. I would like to be able to see sales at the Parent level. Does anyone else do this or need this?
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More than one person linked to an organisation
We have many clients who are 'related' to more than one organisation however PD doesn't allow for this. I have read older posts relating to this subject, are there any further developments to get this option available?
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Extend relationship type to capture various networks
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…
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Is there a limit to related organisations?
We can only save up to 100 which is a serious limitation for us. We have 2 HQs with 209 and 115 related orgs we want to save as daughters as we will be invoicing the HQ with all related deals from those 209 departments/orgs. thanks J
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Enable Related Organisations Field throughout Pipedrive
I already posted this as a comment to another suggestion but just to be sure it gets noticed :-) It would be really great if the field Related Organisations is made available in other parts of Pipedrive. Currently you only have access to this information on the Organisation Detail Page and not having it on the Organsiation…
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Add the "Related Organizations" to the Deals view.
Right now, this information is only available in the Organizations tab. We mainly work with the Deals tab, therefore, it would me nice to have the possibility to add that field in the Deals as well.
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Please add a way to bulk edit Organization's related companies
We would very much benefit from a way to be able to set this so that multiple medical facilities in a given region could be attributed to one welfare area. I grant you this would've been excellent to have carefully planned from the beginning, but with all the bulk editing possible, I feel like this would be a little extra…
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Feature request: I would like the notes and activities in daughter organizations to show in the pare
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Add ability to pull the child companies or related Organizations into a filter or report
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Import related organization and mass edit
Hello there, The option "related organization" with "related", "parent" and "subsidiary" is a realy good idea. But it could be even better if we could mass edit them and/or import them like customs fields.
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How can I import "Related Organizations"?
We are just importing data to pipedrive to get the system ready and all "engines" running! Within 12.000 companies we have round about 100 organizations with parent or daughter organizations - some have multiple daughters. How can we import this information? I can't see an import field for "Related Organizations".
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Can you please add the ability to Child / Parent / Sister Organization relationships via CSV Data Up
Can't believe this isn't possible and seems like it would be a critical feature for anyone selling to SMBs
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Pipedrive goals on the basis of e.g. tags
If I want to define goals via Pipedrive Insights, I can currently only do this on the basis of the people. Is it possible to link the goals with, for example, the tags of the deals? In concrete terms, we are dealing with product groups, some of them are processed crosswise by several people. The tags should be used here to…
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Coordinating and taking care of multiple Orgs
Dear Pipedrive, my company consists - through M&A and natural growth - of multiple "branches" that sometimes are practically identical to the existing company, and sometimes differ in various aspects of our business. Also, while the naturally added branches are within the existing team structure, M&A brings in new teams…
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Adding 2 people to an organization?
Lets say I have a prospect that works at 2 companies or works at a company and volunteers on a board and I am prospecting both organizations. wouldn't it follow that I should be able to add a person to 2 separate organizations, asked support and they said it isn't possible atm. @Pipedrive lets add this feature
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The ability to assign multiple organisations to a single person
It would be awesome to be able to assign multiple organisations to a single contact to be able to keep track of the contact between the person across various organisations. We are a fertiliser company, and many of our farmers have multiple farms that we deal with, but we cannot assign the farms under organisations to the…
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Organizations
Sometimes you just have to realize that the best answer is often the simplest and over complicating things can just make it more messy. We were kind struggling with how to organize our database from a person and organization standpoint in certain instances. Organization : property management company Person: property…
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Contact Various Organisations/Companies
Is there an option to add a contact to various organisations?
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List Making - Best Practices
Maybe I'm overthinking this one but, this is why I love the community. I wanted to get everyones thoughts on some list making. One of my organizations sells into many different verticals (Public Safety, Sports, Airports etc). So we've created a custom drop down for this which works great but, we're looking to get a little…
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Types of organizations / Best practices existing ?
Hi, I'm looking for the way to create different types of organization in a pipeline. I will head for "hotels" and "harbors" in the same pipe, but the info I should provide to qualify hotels and harbors are not the same. I would not like to "pollute" the one and the other with information that only concern one type or the…
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Hey I wonder if it's possible to bulk relate Organizations based on a field they have in common.
I feel like I've mismanaged Pipedrive a bit - this feature would help us target corporate groups and enterprise sales more effectively.