Our latest update lets you manage your opportunities with unparalleled ease and flexibility. Whether you’re dealing with multiple stakeholders or complex deals, this enhancement will revolutionize your workflow.
What’s New?
- Add Multiple Contacts: Link several contacts to a single opportunity—perfect for deals with multiple stakeholders.
- Primary Contact Focus: Workflows stay streamlined by using the primary contact.
How it works:
- Open an Opportunity: Click on the opportunity card.
- Add Contacts: Use the “Additional Contacts” field to link more contacts.
Important Details
- A primary contact can’t be added as an additional contact for the same opportunity.
- Without “Allow duplicate opportunities” enabled, contacts can’t be added to multiple opportunities.