A
Andrew Quinn
One contact can have multiple opportunities open at the same time, often all in the same pipeline.
When I open a specific opportunity and click "Book Appointment", the appointment is attached to the contact — not to the opportunity I booked from.
The result:
  • Every opportunity card for that contact shows the same appointment badge, even though the appointment was booked from one specific opportunity.
  • There is no reliable way to tell which opportunity an appointment belongs to.
  • Workflows cannot move the correct opportunity through pipeline stages, because they cannot tell which opportunity the appointment is for.
Please link appointments to the opportunity they were booked from — not just to the contact.
This is essential for any business where one customer can have multiple deals or enquiries running at the same time.