This enhancement allows you to add additional contacts to an opportunity, providing greater flexibility and organization for managing your relationships.

This feature is currently in Labs> Subaccounts > “Additional Contacts”

Key Features:

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.

How to Use Multiple Contacts per Opportunity:

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.

Restrictions:

• A contact designated as the primary contact for an opportunity cannot be added to the additional contacts list for the same opportunity.
• If the “Allow duplicate opportunities” setting is not enabled, a single contact cannot be added to the primary or additional contacts lists of multiple opportunities.

Please note, for now:

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.