Person with Multiple Organizations Linked

#1

Hey guys,

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.

Thanks,
Jonathan

1 Like
#2

Dear Jonatha, I have same issue. Is a common case special for Cxx level positions in bigger company structures… if pipedrive is think about to implement here something, dont forget is important to be able to define roles/functions for each relation.