Name of Feature/Request: Adding Multiple Contacts To Opportunities
What financial, time savings, or quality of life improvements will occur from this: To have multiple contacts be added to an opportunity | Frequency: About 80% of Studio work orders have multiple stakeholders. Most Flat Glass orders do not have this issue. | Lucid’s CRM sales process often has multiple stakeholders involved in opportunities/sales orders. Architects/Designers specify Lucid products, Contractors are awarded Project Management, installers are typically the party that orders and pays for the product. As a result we may have 3 or more external contacts involved in one project/sale. Having links or associations with multiple contacts improves efficiency of communication around sales opportunities and production. Impossible to put a financial value to this enhancement. Likely not worth $3k investment by Lucid.
Attempted Solutions So Far: We are starting to identify multiple contacts in the Opportunity Hub. Having an association/link to the opportunity would be the best solution.
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: Is it possible to add more than one Contact to an Opportunity? | Previously accomplished: We are new to Striven. CRM we used before Striven had this functionality. That CRM is called Apptivo.
StrivenID: 4804579