Allow Multiple Opportunities for a Contact in Workflows

Allow Multiple Opportunities for a Contact in Workflows

October 08, 20241 min read

The new feature Allow Multiple Opportunities for a Contact in Workflows enables you to manage opportunities within workflows by giving contact-opportunity pairs its own workflow execution as individual combinations.

⭐️How Will This Feature Work?

For example, let’s say you’re offering Product A and Product B. Once the contact interacts with these products you have the same follow-up process with a text message.

  1. If "Allow Multiple Opportunities" is OFF:

    • "Product A" is updated on 1/1/2024 at 8 AM, and an SMS is sent to John Doe.

    • "Product B" is updated on 1/1/2024 at noon, but the SMS action is skipped.

  2. If "Allow Multiple Opportunities" is ON:

    • "Product A" is updated on 1/1/2024 at 8 AM, and an SMS is sent to John Doe.

    • "Product B" is updated on 1/1/2024 at 12 PM, and another SMS is sent to John Doe.

Therefore allowing both opportunities to function separately.

⭐️How To Allow Multiple Opportunities for a Contact in Workflows:

  1. Open the workflow builder and select the Settings tab.

    1
  2. Toggle “Allow multiple opportunity” On

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  3. Click Save to set the changes.

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By default, existing workflows will have this toggle turned off to maintain their original functionality. For new workflows, the toggle will be enabled by default.

Default vs enabled

Enabling Allow Multiple Opportunities for a Contact in Workflows helps you get the most out of your workflows for multiple products or services that follow the same process, making contact-opportunity pairs into individual identities.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

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