Please allow multiple contacts to be added to an opportunity
under review
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Robert Yoder
Why is it not possible to add multiple contacts to each opportunity? Using this system as a CRM for Real Estate we always have multiple contacts associated with each deal/opportunity. Please allow/consider this feature as it seems this has been an issue with users for sometime now.
HIGHLVL-I-6354
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P
Pallavi Kothari
Merged in a post:
How to add additional contact in one opportunity?
A
Arlene San Antonio
How can I add additional contact in one opportunity? The Additional Contact field does not show on my end. Please help. Thanks
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Pallavi Kothari
Merged in a post:
Contact types that have customizable permissions and/or capabilities.
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Shawn Guenther
For instance a "partner" and/or "multiple lead" type that could be attached to multiple opportunities at once without having to allow for/create duplicate opportunities. That play different roles within that opportunity than that of the primary contact.
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Shawn Guenther
I agree 100%, it would also be great to be able to label them and communicate with them separately depending on the situation. For example: (SELLERS) Primary= Mr. Smith and Secondary= Mrs.Smith get the appropriate info/paperwork and (BUYERS) Primary= Mr.Jones and Mrs. Jones get the appropriate info/paperwork that applies to them.
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William Delgado
I need this feature as well.
Core Platform
under review