More Than 1 Opportunity Per COntact
closed
D
Deeann Gray
I have several clients requesting the ability to have more than one opportunity per contact as they offer several services that can lead to many opportunities for one client.
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P
Pallavi Kothari
closed
M
Marco Gonzalez
I made a support ticket through the webchat support and was answered in less than an hour. Simply go to the main agency or location and allow duplicate opportunities.This way you just keep adding opportunities to a business or contact
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Deeann Gray
So I feel so stupid since all you have to do is click in the settings to allow more than one opportunity per contact :/
C
Clayton Blood
Id rather be able to have more than one contact per opportunity personally.
E
Eden Brownlee
Clayton Blood: A more comprehensive way to have this work (as with what other CRM's do) would be to have an overarching company/business, that company can assign multiple contacts to the COMPANY, which also can be assigend to the opp... then you should be able to add/remove contacts for the opporutntiy and/or business as required.
Other CRM's do this no problems and it makes sense as you should be able to easily assign a business (in most cases all contacts will attach tnen fine) and then be able to remove individual contacts from that opportunity as well incase they are not specificalyl relevant to the deal being negoitated.
Currently... this is a major pitfall with GHL as you cant properly manage opportunities.
C
Chris Stoufflet
Eden Brownlee: Agree. This is a major pitfall for businesses that have large ticket items like major home renovations or custom home builders. For example, the Opportunities card needs to allow us to add multiple investors, estimators, and architects, etc..
Thank you for your post