Skip to main content

Related Organizations
Related Organizations
  • Click "Follow" to always stay posted. ↗️
  • Learn all about any of Pipedrive’s features from our Knowledge Base tutorials in your preferred language and our Academy video courses. Simply search for your topic! 🔍
  • Follow our Learning topic for a one-stop-shop of curated knowledge about Sales, Marketing, Pipedrive, CRM and everything in their orbit.
1 question
26 posts

Sign up for free today or log in now to follow this topic, join the discussion, and always stay updated.

🎥 How to customize your notifications, follow topics and join channels in the Community.

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 distinguish between the product groups.

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

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