How to add multiple contacts per Opportunity

How to Use Multiple Contacts per Opportunity

Introduction:

You can now add multiple contacts to a single opportunity, making it easier to manage relationships with various stakeholders.

Key Features:

1. Add Additional Contacts: Link multiple contacts to a single opportunity, useful for managing multiple stakeholders.
   

2. Primary Contact Referencing: The system will still use the primary contact for workflows and references, ensuring consistency.

How to Use:

1. Open Opportunity: Find and click on the opportunity you want to edit.
   
   
   

2. Add Contacts: In the "Additional Contacts" field, add the contacts you want to link to this opportunity.
   
   

Restrictions:

• A primary contact cannot be added as an additional contact for the same opportunity.

• If "Allow duplicate opportunities" is not enabled, a contact can't be added to multiple opportunities as a primary or additional contact.

Note: The system will still use the primary contact’s details for lists and workflows.

For more help or questions, reach out to our support team!