Allow Opportunities to be assigned to multiple constituents

Right now Opportunities can only be assigned to one constituent. But sometimes we end up working with multiple constituents on the same opportunity.

  • Guest
  • Nov 10 2017
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  • Susan Fioribello commented
    February 15, 2023 15:26

    I just tried to run an Opportunities List to identify how many opportunities we have at various stages. I spend over an hour going line-by-line to remove duplicate Opportunities. The duplicate Opportunities were artificially inflating the Expected Amount figures.

  • Susan Shebar-Fioribello commented
    January 06, 2023 21:27

    We are currently soliciting a group of individuals to create a joint project. This is specific to this group. Each group member has their own record. It would be much easier to track if we could attach the opportunity to all of the individual constituents involved. Instead we have to track it outside of RE otherwise we would have misleading RE reports.