Assign more than one prospect to an opportunity - eg a couple

When using the opportunities functionality, it would be useful to treat the opportunity as the focal point and link relevant prospects to it. For example, a husband and wife are logged against a given opportunity so when you open Mr Smith's record, you see the opportunity along with his conversation/meeting notes but also the notes from the conversation/interactions with Mrs Smith for the same opportunity. At the moment you have to assign to one or the other, so when you open the other's record, you have no sense that there is an opportunity active for the couple/family unit... This could then automatically link to soft credits when converted to a gift.

  • James Ó Murthuile
  • Jul 9 2019
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