Nov '22 • Technical Implementation
Multiple Opportunities for 1 Contact
If you are wanting multiple opportunities for each contact rather than the opportunity shifting from one pipeline stage to another, complete the following steps.
- Go into your Workflows and
- select "Create Opportunity"
- Toggle off "ALLOW OPPORTUNITY TO MOVE TO ANY PREVIOUS STAGE IN PIPELINE"
- Toggle on "ALLOW DUPLICATE OPPORTUNITIES."
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2 comments
Multiple Opportunities for 1 Contact
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