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Add additional contacts to a sales opportunity.


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4 comments

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    Troy Michels

    Thanks for the feedback Donna!  I think having multiple contacts on an opportunity is a great thought, I'm al little surprised it hasn't been raised here before.  Are there other people on the forum who can benefit from that?

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    Almond, Paul

    Hi Troy,

    I would also like this as an addition. It would also be helpful to designate a finance contact. We have some situations where the booking is placed by a HR manager but needs to be invoiced to another individual.

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    Booker, Jadie

    I think this is a good idea too. Especially for an accounts contact. 

    It would also be a nice touch to be able to assign them as the primary contact on the opportunities so it shows on their account. 

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    Woodrow, Lindsey

    Absolutely - me too! 

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