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
- Go to Settings > Objects > Opportunities.
- Toggle on Allow Multiple Opportunities per Contact.
- 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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