Need to be able to create multiple opportunities for the same contact!!
complete
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Rachel Marsh
We are in the multifamily industry and the majority of our clients own multiple properties. Due to how we conduct our billing and invoicing, each property needs to be considered its own opportunity, even if 10 are owned by the same client. We currently can't accurately track our revenue/won/lost data due to the limitation of not being able to create multiple opportunities for the same client. This is a feature update we desperately need and would deeply appreciate being implemented. If not, can someone provide us with an efficient workaround? Thanks!
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P
Pallavi Kothari
updated the status to
complete
P
Pallavi Kothari
Merged in a post:
Duplicate Opportunities under Single Contact
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Jonathan Lederer
Unable to create more than one opportunity under a single contact. The issue for me is that I can have 3-4 different opportunities based on products and/or services. I DON'T want to create a workflow for each product and/or service. You limit me on reports/dashboards so I need to consolidate easily. This is a major problem for me and needs to get resolved ASAP.
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Jason Hinsley
I think this was released recently...