At present, only the latest opportunity linked to a contact triggers the workflow. With the new “Allow Multiple Opportunity” feature, users can now configure workflows to accommodate several opportunities for the same contact. This allows each contact-opportunity combination to follow its own separate workflow, leading to more accurate and efficient opportunity management.
Allow Multiple Opportunity
When the “Allow Multiple Opportunity” option is turned on: Each opportunity linked to a contact will initiate the workflow independently. Any changes made to the opportunity will not trigger a workflow restart. Instead, the workflow will proceed from its current stage, incorporating the updated opportunity details moving forward.
To enable this feature, follow these steps:
Let’s say you are a Real Estate agent who is connecting with a client for two different properties. Hence, you have a contact “John Doe” with two opportunities “1 Madison Avenue” and “2 Nice Street”
You have a workflow which is triggered whenever an opportunity is updated and sends a reminder SMS to the contact for 2 days
If “Allow Multiple Opportunity” is “OFF” :
1 Madison Avenue is updated on 1/1/2024 8 AM and an SMS is sent to John Doe
2 Nice Street is updated on 1/1/2024 12 PM and the rest of the actions will be skipped.
Whereas, if “Allow Multiple Opportunity” is “ON” :
1 Madison Avenue is updated on 1/1/2024 8 AM and an SMS is sent to John Doe
2 Nice Street is updated on 1/1/2024 12 PM and another SMS will be sent to John Doe
Hence, both the opportunities will co-exist in the system.
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