Multiple opportunities associated to a single contact
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Michelle DeWeese
Very common pain point in our vacation rental client base. This is important for our property management inventory acquisition clients. One common use case is that property management companies that are targeting homeowners that are investors and will have more than one property. They need to have multiple opportunity cards in the pipeline to not only track each home as a lead but the data should show how many properties and the potential revenue numbers associated with them accurately. Very common that people that own a 2nd home and are looking for management services own more than one home. Pain point that I hope you'll solve soon.
HIGHLVL-I-4445
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Pallavi Kothari
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Keith1 Besherse
Pallavi Kothari: This is awesome. Thank you.
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Keith3 Besherse
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Cameron Garlick
This is already possible
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Yusuf Young
Cameron Garlick: How is it possible? I get an error message when I try to add another opportunity to a contact that already has an opportunity. I would very much appreciate your help, this is a huge dealbreaker for us.
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Cameron Garlick
Yusuf Young: Allow for duplicates. Once you allow for duplicates you can have the same contact in multiple Opportunities and multiple steps within a pipeline.
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Yusuf Young
Cameron Garlick: Thank you so much! Life saver! :)
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Yusuf Young
In case anyone else has the same need, here's the setting:
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Cameron Garlick
Yusuf Young: you’re amazing!