I would like to be able to ...

attach multiple contacts against an opportunity or activity

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    Jake StrideAdminJake Stride (Admin, omelett.es) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    3 comments

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      • Mike DanielsMike Daniels commented  ·   ·  Flag as inappropriate

        Absolutely vital to have this functionality... we often have multiple decision makers per opportunity and multiple invitees to events. An extension to this would be the ability to assign an email to multiple contacts - i.e. for Tactile to assign an email based on cc: as well as the to: field...

      • markgoodsonmarkgoodson commented  ·   ·  Flag as inappropriate

        I've also just emailed "support" about this. I tried to associate multiple contacts with an opportunity and couldn't find a way. You can imagine that if I'm a sales person I may want to associate an apps engineer, an internal sales person, a couple of contacts at the customer and my distributor with a particular opportunity.
        The only way I can think to do it at present is set up a tag... which is clumsy.
        --
        Cheers
        Mark

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