We’re thrilled to announce a new feature that enhances your ability to manage relationships more effectively. Our latest update allows you to add multiple contacts to a single opportunity, providing greater flexibility and organization for your business.
Add Additional Contacts
You can now link multiple contacts to a single opportunity. This is particularly useful for opportunities involving multiple stakeholders or points of contact.
Primary Contact Referencing
For all workflows and referencing purposes, the system will continue to use the primary contact field, ensuring continuity and consistency in your processes.
Open Opportunity
Navigate to the desired opportunity by clicking on its card.
Additional Contacts
In the “Additional Contacts” field, add any contact you would like to link to the opportunity.
Lists and Workflows
The system will continue to operate based on the primary contact’s details. This includes fetching and displaying information related to the primary contact.
Future Enhancements
In upcoming releases, we will introduce features to display opportunities linked to a contact under the “Contact’s Opportunities” section.
For more updates on features and enhancements, visit our Product Updates page.
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