Allow Multiple Opportunities for the Same Contact

By default a contact typically has a single active deal per pipeline. This setting lets one contact hold multiple open opportunities in the same pipeline at once.

Turning it on

  1. Go to Settings > Objects > Opportunities.
  2. Toggle on Allow Multiple Opportunities per Contact.
  3. Save.

Doesn't touch existing opportunities; turning it off later just stops new duplicates from being created.

What changes once it's on

A contact can have several concurrent deals side by side; pipeline totals and forecasting reflect all of them; reports assuming "one deal per contact" should be reviewed.

A note on automation

A trigger like "opportunity created" could fire more than once for the same contact. Add entry filters or use a Find Opportunity action. See Process Multiple Opportunities per Contact in Workflows.

Good use cases

Renewals alongside upsells, multiple property listings, parallel product interests.

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