Add additional contacts to a sales opportunity.

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Donna Hicks

June 09, 2016 14:35

1.Add an extra contact person to the opportunity( more than one)

Use case:

• Sometimes there is more than one contact lead - and user has to make a choice about who is most important to capture emails from.
• Sometimes the contact lead changes, is passed on from one person to another -in this case they lose the initial discussion in favour of discussion with the new contact.

2.Associating a trainer to an opportunity

So that the correspondence with that trainer about that opportunity could be visible on the opportunity page.

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  Troy Michels June 09, 2016 17:11

  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 June 09, 2016 17:16

  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 June 13, 2016 08:45

  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 June 14, 2016 11:21

  Absolutely - me too! 

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