Introducing Multiple Contacts per Opportunity
This enhancement allows you to add additional contacts to an opportunity, providing greater flexibility and organization for managing your relationships.
This feature is currently in Labs> Subaccounts > “Additional Contacts”
Add Additional Contacts:
You can now link multiple contacts to a single opportunity. This is particularly useful for opportunities involving multiple stakeholders or points of contact.
Primary Contact Referencing:
For all workflows and referencing purposes, the system will continue to use the primary contact field, ensuring continuity and consistency in your processes.
How to Use Multiple Contacts per Opportunity:
Open Opportunity:
Navigate to the desired opportunity by clicking on its card.
Additional Contacts:
In the “Additional Contacts” field, add any contact you would like to link to the opportunity.
- A contact designated as the primary contact for an opportunity cannot be added to the additional contacts list for the same opportunity.
- If the “Allow duplicate opportunities” setting is not enabled, a single contact cannot be added to the primary or additional contacts lists of multiple opportunities.
Lists and Workflows:
The system will continue to operate based on the primary contact’s details. This includes fetching and displaying information related to the primary contact.
Future Enhancements:
In upcoming releases, we will introduce features to display opportunities linked to a contact under the “Contact’s Opportunities” section.