Allow multiple constituent records to be attached to an opportunity.

Similar to soft-crediting, sometimes more than one constituent record can be tied to an opportunity (i.e. couples, company and employee(s), two friends) especially if you're taking a multi-pronged approach to a major ask.

  • Crystal Shreve
  • May 14 2019
Opportunities
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  • Susan Fioribello commented
    February 15, 2023 15:25

    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.

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  • Susan Fioribello commented
    February 15, 2023 15:25

    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.

    ×

    Attachments Open full size

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