07-29-2019 02:42 AM
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?
07-29-2019 10:13 AM - edited 07-29-2019 10:14 AM
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.
07-30-2019 02:14 AM
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?