New to this area so if I’m posting in the wrong place, just let me know the best place to do this.
Here’s the situation, I’ve got a client that I’m setting up with the Pipe and they are a CPA/Accountant firm so they will have their clients in the Pipe. Issue I’ve got is that one Person may be owner of 3 Organizations, so unlike having one Organization with multiple People, one Person is unable to have multiple Organizations attached to them.
Anyone know why this wouldn’t work?
I know I could add the Organization field into the Deal details area but it just wouldn’t be the same.