Link document multiple objects in CRM (link2crm)
Attach a document to multiple accounts. This customer has their CRM structured by parent -child relationships. They would like the ability to map the same document to multiple places within a crm.
4
votes
Taylor Smietanksi
shared this idea
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Charmyn Marchan commented
The ability to link the same document to multiple objects in Pipedrive or unlink it from other objects (Contacts, etc.) not just deals.