Add Opportunity IDs to be able to identify different opportunities for the same contact.
D
David Hall
There are MANY reasons why you might want to have multiple opportunities for one contact. (Multiple products or offers, multiple jobs running for the same contact, etc.)
We need to be able to tie data to specific opportunity records and reference those opportunity records later. Meaning, having a workflow that could pull/change/move an opportunity if it had a certain value or other identifier. Creating opportunity IDs would mean that when an opportunity is created, that opportunity would have an some kind identifier that a workflow could specifically reference and the system would be able to see just that opportunity based on the filter or identifier we choose to do something with it.
For reference, let's say we have a Handyman who has 5 different jobs he is working for a landlord on 5 different properties. Those properties have different information on the opportunity records, but are all attached to the same contact record. Being able to use workflows or other means to move or manipulate each opportunity individually would be a huge benefit for automation and follow-up.
At the same time, this should also allow us to be able to pull data from Opportunity records to add into Invoices, Documents, and Contracts. That could enable a whole load of ideas.
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P
Peter McMahon
E
Estelle Cartlidge
Have there been any updates on this? It's something I'm still struggling with. So many reasons this needs to be possible and seems bizarre it's not as every other system I use/have used does this
C
Caleb Christopher
I'm still on my old CRM for order management/fulfillment because of the lack of features/support around one contact with multiple opportunities in the same and/or multiple pipelines (as well as a lack of abilities to assign multiple contacts to an opportunity).
It seems that GHL is a CONTACTS-ORIENTED CRM, whereas Bitrix24 (what I'm on for now) is open-ended. Contacts exist; deals exist; and both can be associated with one another freely.
Sometimes my customers JV with others to do deals, and I need 9 contacts on the same deal, but all communication needs to be tied to the DEAL/OPPORTUNITY (associated with the CONTACT record, but captured on the deal itself).