Process Multiple Opportunities per Contact in Workflows
A companion setting to Allow Multiple Opportunities for the Same Contact, controlling how workflows handle it.
The default behavior
Without this on, a workflow only acts on a contact's most recent opportunity — the older one gets skipped.
Turning it on
- Go to Settings > Objects > Opportunities.
- Toggle on Allow Multiple Opportunity.
- Save.
What changes
Each opportunity enters a triggered workflow as its own separate run, independently.
A concrete example
A contact with two active listings gets its own SMS reminder, task, and follow-up per listing, tracked independently.
Worth double-checking
Review entry filters and re-entry rules on existing workflows; a Find Opportunity action helps target the right deal.
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