The company can view all opportunities in all contacts of that company.
N
NEXTgroup Solution
Our customers sell B2B, and they have multiple opportunities for each contact in the same company. Therefore, the contact linked with the company or administrator needs to view all the opportunities.
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P
Pallavi Kothari
Merged in a post:
Show Associated Opportunities in Company Records
S
Sebastian Perez
Currently, in a company record, we can view the associated contacts, notes, and tasks. However, there is no way to see the opportunities linked to those contacts directly within the company record.
It would be highly beneficial if opportunities associated with any contact linked to the company were also displayed in the company record. This would give users a complete view of all active deals related to that company without needing to navigate into each contact individually.
This improvement would streamline deal tracking, save time, and provide a more holistic overview of company-related activity.