CRM Multiple Workspace Connections

Description

I need the pre-made CRM boards to allow more than one connected board. An example is my current Organizations CRM board can only connect to contacts and deals automatically with the same CMR workspace.

What are you trying to achieve

I want those Organizations and contacts to be able to link with Deals from across all boards. This way each team can see other deals the organization and or contact have been involved in.

Hi @bryanwraft ,

You can do this by adding all the relevant boards to one or multiple connect board columns. Just add the connect board column and then add all the relevant boards.

Let me know if you have any more questions.

But that doesn’t give it the automatic functionality as the built-in CRM deal boards have. I want it to maintain the built-in functionalities in the CRM board, but connect it with other CRM deals boards in other CRM workspaces.