Knowledge BaseOrganizing your dataContactsRelated Organizations
Quite often, one organization is related to another — it can be the parent of several child companies, the partner of another company, or quite frankly any number of different relationships.
It can be useful, especially from a sales point of view to be aware of these relationships as you're navigating your way through your CRM. In the Detail View of an Organization in Pipedrive, you can easily document these relationships.
To create a relationship between two organizations in Pipedrive...
Relationships between Organizations cannot be edited once established.
To delete a relationship, simply click on View details, and click on the trash can icon next to the established relationship to remove it.
You may still be wondering what the difference between these various relationships may be.
To illustrate that, we've simplified the descriptions here:
Yes
No