Activating the “Allow Duplicate Opportunity” setting allows you to add the same contact to a pipeline more than once, facilitating better management of repeat business opportunities.
Implementing Duplicate Opportunities #
Enabling the Feature #
Go to the System Settings, and inside the Business Profile section scroll to the “General” section, then activate the “Allow Duplicate Opportunity” setting.
Adding a Duplicate Opportunity #
Navigate to the opportunity screen and add a new opportunity. If the contact is already present, you can now add them again. Ensure you provide a unique identifier (e.g., a modified opportunity name) to distinguish between the entries.
Using Workflows for Duplicate Opportunities #
In the Automations tab, you can set up workflows under which a duplicate opportunity is created automatically. For instance, when a contact replies to a specific workflow, they can be added to the pipeline again as a new opportunity.
Practical Applications #
This feature is invaluable for businesses that have clients with ongoing or repeat needs. For example, a digital marketing agency working on multiple projects for the same client can now manage these as separate opportunities within the same pipeline, streamlining project tracking and client communication.
Frequently Asked Questions #
Can I merge duplicate opportunities later? #
Currently, opportunities need to be managed individually. Merging may be considered in future updates.
Where do I enable duplicate opportunities? #
Go to System Settings, open the Business Profile section, scroll to the “General” section, and activate the “Allow Duplicate Opportunity” setting.
How do I distinguish between duplicate opportunities for the same contact? #
When adding the contact again, provide a unique identifier, such as a modified opportunity name, to tell the entries apart.
Can duplicate opportunities be created automatically? #
Yes. In the Automations tab, you can build workflows that create a duplicate opportunity automatically, for example when a contact replies to a specific workflow.
Who benefits most from this feature? #
Businesses with clients who have ongoing or repeat needs benefit most, such as agencies managing multiple projects for the same client within one pipeline.
Does enabling this affect existing opportunities? #
Enabling the setting allows new duplicate entries going forward and does not alter your existing opportunities, which remain managed individually.
