Managing Repeated Opportunities

Grasping the Concept of Repeated Opportunities

Enabling the "allow duplicate opportunity" feature permits adding the same contact to a pipeline more than once, making it easier to handle recurring business prospects effectively.

Step-by-Step Instructions: Setting Up Repeated Opportunities

Activate the Option:

• Navigate to your settings.

• Scroll down to the “General” section and turn on the "Allow Duplicate Opportunity" option.

Adding a Repeated Opportunity:

• Go to the opportunities screen and add a new opportunity. 

• If the contact already exists, you can now add them again. Be sure to use a unique identifier (like a modified opportunity name) to differentiate between the entries. 

Automating Repeated Opportunities:

• Within the Automations tab, you can configure workflows that automatically create repeated opportunities. For instance, when a contact responds to a specific workflow, they can be added to the pipeline again as a new opportunity. 

Practical Uses

This capability is crucial for businesses that serve clients with ongoing or recurring needs. For example, a digital marketing firm managing multiple projects for the same client can track each project as a separate opportunity within the same pipeline, enhancing project management and client communication.

Troubleshooting and Common Questions

Can duplicate opportunities be merged later?
Currently, each opportunity must be managed individually. Merging options might be introduced in future updates.