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Grow | Adding A Contact To Multiple Opportunities
Grow | Adding A Contact To Multiple Opportunities
Updated over 2 years ago

You may want to add a contact to multiple opportunities. Follow these steps to learn how to allow duplicate opportunities. After that is done, there are two ways to add them: you can add an opportunity in the individual contact's profile, or use the Opportunity Trigger Action.
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Step 1: How to Allow Duplicate Opportunities in Settings

  • Under Settings > Business Info, navigate to "General"

  • Check the box for "Allow Duplicate Opportunity."

Step 2: How To Allow Duplicate Opportunities Using the Opportunity Trigger Action

  • Click into the trigger.

  • Toggle on the opportunity trigger action which allows the lead to be in multiple opportunities.

  • Click Save to confirm your changes.

NOTE: This will only put them into a duplicate opportunity if it is in a different pipeline that they were not previously a part of.

Step 3: How to Add Opportunities in the Contact profile.

  • Click into the contact profile.

  • Scroll down to the left side where you see "Opportunities". Here, you can place them in however many you'd like.

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