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.
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.
Agreed, When the contacts number in the thousands there most definitley has to be a feature that enables people to be imported in and associate them with individual organizations either by name or ID#. Otherwise were stuck sifting through those thousands looking for repeats and manually changing all of them using the custom field function.