Creating Multiple Opportunities

In some cases, practices may need to create multiple opportunities for the same contact. 

This can be useful when tracking different leads, services, or follow-ups separately for the same individual. 

Below is a step-by-step guide on how to configure your system to allow duplicate opportunities and manage contacts effectively.

Enabling Duplicate Opportunities

By default, most CRM systems prevent duplicate opportunities to avoid redundancy. However, if your business requires separate, duplicate opportunities for the same contact, you need to enable this setting:

1. Navigate to your Business Profile Settings.

2. Locate the option Allow Duplicate Opportunities.

3. Toggle this setting ON.

4. Save your changes.

Once this setting is enabled, any new submission using the same contact information will be recorded as a new opportunity, rather than updating an existing one.

Managing Contact Records

When dealing with multiple opportunities, you may find duplicate contact records in your system. To maintain data integrity, you can merge duplicate contacts.

Merging Contact Records

If you have multiple contact entries for the same individual, follow these steps to merge them:

1. Navigate to your Contact List.

2. Identify the duplicate contact records.

3. Check the boxes next to the contacts you want to merge.

4. Click the Merge button.

5. Confirm the merge action.

Merging contacts ensures that all associated opportunities, notes, and communications remain consolidated under a single profile while maintaining multiple opportunities.

Best Practices

• Regularly review and clean up duplicate contact records to ensure data accuracy.

• Clearly define when to create separate opportunities for the same contact to avoid unnecessary duplicates.

• Train your team on the process to ensure uniformity in opportunity creation and contact management.

By following these steps, you can efficiently manage multiple opportunities for the same contact while maintaining a clean and organized database.