How to add additional contacts to an opportunity

This enhancement allows you greater flexibility and organization for managing your relationships.

You can now link multiple contacts to a single opportunity. This is particularly useful for opportunities involving multiple stakeholders or points of contact. For all workflows and referencing purposes, the system will continue to use the primary contact field, ensuring continuity and consistency in your processes.

How to Use Multiple Contacts per Opportunity:

Navigate to the Opportunity section in the left menu pane in your account
Open the Opportunity: Navigate to the desired opportunity by clicking on its card.
In the "Additional Contacts" field, add any contact you would like to link to the opportunity.

Restrictions:

A contact designated as the primary contact for an opportunity cannot be added to the additional contacts list for the same opportunity.
If the "Allow duplicate opportunities" setting is not enabled in the workflow, a single contact cannot be added to the primary or additional contacts lists of multiple opportunities.

The system will continue to operate based on the primary contact’s details. This includes fetching and displaying information related to the primary contact.