230
Assigning Multiple users to different Opportunities
planned
D
David Ramos
when I create 2 different opportunities in different pipelines - I'm able to assign 2 different owners, but when I look at the opportunity.. the last updated owner gets assigned to both the opportunities. This appears to be by design but can we change this functionality. I want to be able to have multiple opportunities and assign them to different users.
HIGHLVL-I-6679
C
Christian Harris
AND the ability to do this in workflows. theyve added the above function, but it really isnt useful without the ability to do it automatically
A
Austin Vail
I definitely agree that opportunities in different Pipelines should be assignable to different users. This is nearly a necessity for us and I have been making many attempts at ways to achieve this with no success just yet. Please make this possible!
C
Christian Cignarella (Admin)
This needs to come to fruition, having the ability to assign multiple users to a single opportunity offers flexibility in how we can hide assigned data to those users. Either make it a team/group like function or simply allow multiple users to be assigned to a single opportunity/contact (preferably both).
J
Justin Sheehan
This would be an incredible and much needed feature. Not even Hubspot offers this.
H
Henry Herazo
Same here, this is urgent need. We also need to add multiple companies to opportunities. This is pretty standard in CRM's.
P
Paige Battcher
Since this is in the works, I will again mention we need multiple CONTACTS assigned to an opportunity. EXAMPLE: Husband and Wife buying or selling a home. 2 Contacts. 1 Opportunity.
D
David Robinson - Canovo Digital
Absolute must have!
Core Platform
planned
C
Chris Stoufflet
Core Platform: Can someone please review the significance and popularity of this request that started back in 2020?
Upcoming, under review, and planned statuses not merged into an upgrade of importance over all this time is disappointing.
[CRM - 266 votes] Multiple Contacts per Opportunity: under review
[Contacts - 72 votes] Enable multiple Contacts to be added to a single Opportunity: upcoming
[Opportunities - 152 votes] Assigning Multiple users to different Opportunities: planned
Plus many others are asking for the same thing just worded differently.
Without the ability to have multiple contacts associated with an opportunity I cannot migrate many of my clients to HL.
P
Paige Battcher
We need to assign 2 CONTACTS to a single opportunity. Use case: Husband and Wife selling a home.
K
Keith3 Besherse
Paige Battcher: Right!
Purchasing Agent and Purchasing Manager
Buyer and Buyers Agent
Manager of the department making the purchase and manager of the technical and compliance departments who have veto authority if the product doesn't fit in the approved vendors list.
A
Anthony Ricci
Yes please! I get this request all the time. In practice it’s very important. We have a multiple team approach. One is responsible for setting, one for closing, and another for project fulfillment. We only want those reps to have visibility on a project that they are working on and if only one user can be assigned at a time, it removes the ability for the team to work together.
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