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Adding Multiple Opportunities to One Contact

New Member
Posts: 11
Country: United_Kingdom

Adding Multiple Opportunities to One Contact

Is it possible to add multiple Opportunities to one Contact.  I have thousands of Opportunities and need to add to say 30 or 40 at a time to one contact, is there a way to do this?

Nickel Contributor
Posts: 272
Country: Canada

Re: Adding Multiple Opportunities to One Contact

[ Edited ]

If you go to the contact, open the Opportunities tab, there is a Add/Remove Opportunities button. You can add multiple opps from there. I believe it is the only way.

Gilles Cavin
http://www.exponenciel.com
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New Member
Posts: 11
Country: United_Kingdom

Re: Adding Multiple Opportunities to One Contact

i

 

Thanks for this, already looked in to that, and the columns displayed in the popup window are not helping, they don't identify the opportunity.  I need to change them to another column which would make more sense.  Do you know how I can change those columns?

Silver Contributor
Posts: 1,757
Country: United_Kingdom

Re: Adding Multiple Opportunities to One Contact

This is hard coded with the 2 set fields so not able to change. I am not aware of any exiting add-on that might do this either.