11-01-2009 04:12 PM
I'm wondering if there is a procedural way to add multiple contacts to an opportunity. When I add an additional contact, say from a supporting manufacturer, the company reference changes from the original company (the customer) to the added contact's company (manufacturer).
So I guess the question I am asking is how to lock the original company to the opportunity.
I did get a response something about being in alphabetical order, but I am still not clear. The way I look at it is I have an opportunity. I will need multiple resources to get the opportunity closed. I would not expect to the the opportunity's ownership to change from company to company because additional people have been added. Does anyone have any thought? Am I using Opportunities incorrectly? Do others have this problem -- or is it really a feature?
Thank you in advance for reading and your response to this post.
11-01-2009 04:27 PM
I am not an expert just an user but I think you using opportunities incorrectly.
I use to close deal with one person in a given company. Yes, I do use to link other contacts (colleagues) that may be also involved.
Concerning to other people or resources you need to close a deal, same happens to me, but I use to connect this people or resources in any activity and history I do to accomplish a given sales opportunity.
To an opportunity I only connect people that belongs to same company (and company does not change).
My partner are connected to activities and / or history.
I hope this help you.