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.
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Pallavi Kothari
Merged in a post:
Create multiple opportunities for the same contact
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Kosta Galanis
There needs to be the ability to add multiple opportunities for the same contact. Many clients of mine have customers in their CRM who they are working on multiple projects/quotes at a time and therefore need to be able to log that into the CRM. As of right now, when trying to create more than 1 opportunity for a contact it comes up with an error message saying "can not create duplicate opportunity for the contact".
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Tom Hunt
setting can be changed to enable this. the ,problem i have that you will find is it merges all notes for the contact and does not keep them seperate per opportunity. Go high level please help
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Pallavi Kothari
Merged in a post:
Allow multiple opportunity cards under the same contact
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Nate Lee
Currently doesn't allow duplicate opportunities under the same contact. However, it is crucial in my application, and I'm sure other people will find it useful as well. Example) I created 1 Real Estate opportunity under 1 agent, and that agent happens to have multiple opportunities under her management. Currently on highlevel it doesn't allow me to add multiple opportunities (address) under one contact. I really need this function.
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Becca Ellison
There is an option to create duplicate opps within the settings. The problem though is that the opps will then be duplicated instead of moved in the automations
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Pallavi Kothari
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Teddy Benz
Under settings > Business Profile > General, there is a checkbox to enable duplicate opportunities. This allows a contact to be associated with multiple opportunities. Does this accomplish what you are looking for?
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Caleb Christopher
Teddy Benz no.
And I also need the ability for multiple contacts to be associated with one deal.
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John Hollands
We do many small jobs and the client will often have 3 or 4 jobs going on at the same time. Some are just on hold and some are stretched over 12 months with additions based on feedback .- needed
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Pallavi Kothari
Merged in a post:
Multiple Opportunities in a Pipeline
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Chris Sutton
As I understand it the only way that duplicate opportunity (contact) can be added to a pipeline is if it's done via the switch in a trigger and the opportunity is added via a trigger.This prevents situations for repeat customers or situations where multiple opportunities arise from a single contact/lead and the others need to be manually created.Even moving an opportunity to a final stage such as Won or Loss still prevents another being created for that person.
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Pallavi Kothari
complete
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Keith Besherse
Pallavi Kothari: This is awesome. Thank you.
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Yusuf Young
What, are you serious? This is a definitive deal breaker.....
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