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Opportunity assigned to a Look Up BUT each recorded updated independently

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New Member
Posts: 2
Country: United States
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Opportunity assigned to a Look Up BUT each recorded updated independently

I create a look up and want to give each unique record an opportunity... However, I want to be able to update a specific record (change the process stage, etc) without it changing everyone in the original look up.    HOW can I assign an opportunity to several records, but be able to make updates in the opportunity for THAT record only?

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Accepted by topic author quickquestion
‎09-25-2015 03:20 AM
Moderator
Posts: 4,395
Country: USA

Re: Opportunity assigned to a Look Up BUT each recorded updated independently

Unfortunately, the answer is no.  When assigning an opportunity to multiple contacts, updating the opportunity will make the change from everyone associated with it.

 

Please submit a feature request to be considered in a future version - http://www.act.com/community/feature/

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Solution
Accepted by topic author quickquestion
‎09-25-2015 03:20 AM
Moderator
Posts: 4,395
Country: USA

Re: Opportunity assigned to a Look Up BUT each recorded updated independently

Unfortunately, the answer is no.  When assigning an opportunity to multiple contacts, updating the opportunity will make the change from everyone associated with it.

 

Please submit a feature request to be considered in a future version - http://www.act.com/community/feature/

New Member
Posts: 2
Country: United States

Re: Opportunity assigned to a Look Up BUT each recorded updated independently

Thanks, I submitted a suggestion, but honestly I'm surprised that this hasn't been brought up before...  I'd think this would be common... a sales person imports a list and wants to assign the same sales opportunity to everyone at the same time (to save on typing) but wants to treat each contact separately...

 

Is there any third-party stuff that does this?

 

Thanks for your response

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Opportunity assigned to a Look Up BUT each recorded updated independently

Take a look at this addon. http://www.tnhg.com/prod/download/CopyOpportunityToLookup.html
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129