01-14-2016 01:14 PM
01-15-2016 02:40 AM
Not sure you would want to do the following but if there was a criteria in the contacts and opportunity you could set up a group for each opportunity and dynamically link them together. If you have a small number large value opportunity business with a lot of linked contacts this might be viable but not for a multi opportunity businesses.
01-15-2016 05:21 AM
We have a number of active Opportunities at any given time and have multiple Contacts for each Opportunity while at the same time a Contact can be attached to multiple Opportunities. Therefore unfortunately I dont see a way to have a predetermined code automatically linking a Contact to a specific Opportunity. We get great benefit from the Opportunity tab but it seems to be very time consuming to get the Histories assigned to the Opportunity.