Multiple Opportunities For The Same Person In The Same Pipeline

It is possible for the same person to have multiple opportunities within the same pipeline at the same time. This can lead to a more efficient use of resources as tasks can be distributed more evenly across different projects.

We go under Settings, you'll see down here there's a new option to activate duplicate opportunity. Toggle the switch to activate the feature.

In the trigger section, when you select Create or Update Opportunity and toggle the switch to ALLOW DUPLICATE OPPORTUNITIES. A duplicate opportunity will be created.

A second opportunity will be forced into the pipeline as a result.

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Help center

Multiple Opportunities For The Same Person In The Same Pipeline

It is possible for the same person to have multiple opportunities within the same pipeline at the same time. This can lead to a more efficient use of resources as tasks can be distributed more evenly across different projects.

Help center

Multiple Opportunities For The Same Person In The Same Pipeline

It is possible for the same person to have multiple opportunities within the same pipeline at the same time. This can lead to a more efficient use of resources as tasks can be distributed more evenly across different projects.