Adding more than 2 clients to a single opportunity
We often time have more than just 2 clients selling a home. I have personally had up to 5 and they all used different contact information. It would be very beneficial to have the ability to add more than two clients to a single opportunity.
LABS Team
shared this idea
This feature is released in the new Transactions experience (post winmore)
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Guy Maughan
commented
I am having the same issue! Would love to have the ability to have more than 2 contacts.
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LABS Team
commented
Currently, there are only two contacts available in an opportunity. In the case of 3+ sellers or 3+ buyers, it will be useful to be able to add them directly into an opportunity.
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LABS Team
commented
I am a conveyancer and work for the bokerage. Agents often have more than 2 clients on a deal. Lawyers are always asking for contact information for the client(s). If there are more than 2 clients, we have to ask the agent, wait for a reply, and follow up with the lawyer. It would be less time consuming and more accurate to the deal itself, if agents could add as many contacts as they want to an Opportunity.