More than 1 contact per opportunity
under review
I
Ian Almasi
Hello fine people of High Level!For those of us working with and for businesses that have multiple people involved in sales processes, it would EXTREMELY BENEFICIAL to add multiple contacts to 1 opportunity. We work with Immigration Law Firms and for our clients, it's very common to have multiple people involved in 1 sale/opportunity. Quick examples of this include: -Family members-Business partners-Employers/employee-Co-sponsors-Friends helping friends-Other organizations such as Catholic CharitiesIt's getting a little hectic adding people to the notes area and hoping the contact details are being used. For our agency, we have to talk with multiple partners/employees to get the deal inked.Quick examples of this include: -Spouses-Partners-Employees-Separate vendors-People who referred usIt would be of immense value to have multiple contacts to 1 opportunity so we can keep track of this and sell accordingly.Another issue as well is that 1 person will often opt out of marketing while others will not when it pertains to 1 opportunity. Please vote below!
HIGHLVL-I-4529
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A
Alain Bessette
Is there any updates ? I am looking for the same thing
P
Paige Battcher
Upvote this here: https://ideas.gohighlevel.com/crm/p/multiple-contacts-per-opportunity
Core Platform
under review
K
Keith Besherse
Core Platform, status?
Core Platform
Merged in a post:
More than 1 contact per opportunity!
I
Ian Almasi
Hi EveryoneWe work with Immigration Lawyers and there are often multiple decision makers in 1 opportunity/deal.I know many other industries involve multiple heads to get 1 deal inked such as: -Car dealerships-Real estate/mortgage-Other areas of law-Financial services-Almost anything B2B-Marketing agenciesI am proposing the ability to have more than 1 contact per opportunity so we can streamline the process of closing deals and keeping track of people. Please vote on this to make sales easier to track for all of us!
HIGHLVL-I-4531