How To Add A Contact To Multiple Opportunities within HighLevel
Key Takeaways
- You may want to add a contact to multiple opportunities within HighLevel.
- Follow these steps to learn how to allow duplicate opportunities.
- After that is done, there are two ways to add them: you can add an opportunity in the individual contact’s profile, or use the Opportunity Trigger Action.
You may want to add a contact to multiple opportunities within HighLevel. Follow these steps to learn how to allow duplicate opportunities. After that is done, there are two ways to add them: you can add an opportunity in the individual contact’s profile, or use the Opportunity Trigger Action.
Step 1: How to Allow Duplicate Opportunities in HighLevel’s Settings
- Under Settings > Business Info, navigate to “General”
- Check the box for “Allow Duplicate Opportunity.”
Step 2: How To Allow Duplicate Opportunities Using the Opportunity Trigger Action
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- Click into the trigger.
- Toggle on the opportunity trigger action which allows the lead to be in multiple opportunities.
- Click Save to confirm your changes.
NOTE: This will only put them into a duplicate opportunity if it is in a different pipeline that they were not previously a part of.
Step 3: How to Add Opportunities in the HighLevel Contact profile.
- Click into the contact profile.
- Scroll down to the left side where you see “Opportunities”. Here, you can place them in however many you’d like.
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Matt and his team of 250+ are known for making it easy to win with GoHighLevel. They bundle tools, trainings and team time for a complete solution. You can use them for all your HighLevel needs from white label support to done-for-you fractional marketing services.
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