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.
Step 1: How to Allow Duplicate Opportunities in Settings
- Under Settings > Company, 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.
