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Related Organizations
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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 with different structures, that are not always integrated into our extisting team structure.

Does anyone have experience with administrating pipedrive in such a situation?

Our current solution is, to focus on what the different branches demand from pipedrive. If it is largely the same as the existing branches, it just... (More)

Add ability to pull the child companies or related Organizations into a filter or report

Sam
Director of Sales

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

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 manager

Deal: property service sold - custom deal details fields: site name, site address.

Then we have the situation with board member at the property but not associated with the property management company that we do not want as contacts associated with the property management company.

Solution:

Separate organization: 'Property... (More)