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Pomoč

Multiple contacts on lead/opportunity & aggregate email chatter

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This question has been flagged
crmcontacts
1 Odgovori
5840 Prikazi
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Jason H

Often in our sales process we deal with multiple people in the customer organisation. Can we add multiple customer contacts onto an opportunity?

If that is possible, I would then like the opportunity chatter log to show all email correspondence between all the contacts for that opportunity and all the internal staff. Is that possible?

1
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Paal Steensland

Hey,

I don't quite understand how this question has been deemed as "solved". You're not able to have multiple stakeholders to a single opportunity. You can add followers, but it's not the same thing. Odoo is the only CRM I know that doesn't allow for more than one contact per deal.

If I'm wrong and I have misunderstood, and love to hear it. I'm looking for a solution myself, but Odoo doesn't allow to make my sales efforts efficient.

thank you.
Paal

Avatar
Jaideep
Best Answer

You can add contacts as followers to an opportunity, they will receive emails and their responses are captured in chatter

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