How To Add A Contact To Multiple Opportunities

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 Workflow Action.

Step 1: How to Allow Duplicate Opportunities in Settings

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• Under Settings > Business Profile, navigate to "General"

• Check the box for "Allow Duplicate Opportunity."

Step 2: How To Allow Duplicate Opportunities Using the Opportunity Workflow Action

• Click into the workflow.

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• Toggle on the opportunity workflow 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 on the contact profile.

• Scroll down to the left side where you see "Opportunities". Here, you can place them in however many you'd like.

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