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Add opportunities without a primary contact - or make it a team member

  • 21 April 2023
  • 5 replies
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We often identify companies as opportunities without necessarily having a specific contact that we can add. But in Copper, that means that we can’t add the opportunity as we don’t have a contact and can’t use a team member as the contact (ie the person managing the opportunity until we get a company contact).

We need a way to make primary contact not essential or we have no way of tracking all our potential opportunities.

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Best answer by Michelle from Copper 21 April 2023, 23:16

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Userlevel 5
Badge +3

Is there a way that you can use the lead section for these opportunities then? If there's not an external primary contact yet, it sounds more like a lead, and not yet a qualified opportunity.

Depends on your industry of course, but that's the main purpose of the lead section.

Alternatively you can create an internal "holding" primary contact that you use to eventually swap out. E.g. create a person called "Temporary Contact (Swap Out)" or something and just set that until you have the proper primary contact.

Hi @alex that also won’t work as a Lead is still a person, not a company. We are an agency and therefore our clients are companies that have contacts which can change, but the client remains the same. Likewise a lead will be to a company (as they would become the client) not a person. Regardless of qualified or not, we can’t use a person’s name as the essential information.

 

Userlevel 7
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Hi @ErinH, thanks for posting! The core of it sounds like you need Primary Contact to be optional for your Opportunities, so that you can create those Opportunities without connecting it to a specific contact. Did I get that right?

If that’s the case, you can make that change by going to Settings > Customize > Manage Fields on Records > Opportunities. Beside “Primary Contact” you’ll see a dropdown for “Required” or “None”

 Once you flip that to “None” you should be able to create Opportunities without having to associate them to a contact. And if you want to relate that Opportunity to a Company, you can do that too.

Let me know if that helps!

Userlevel 5
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Hi @alex that also won’t work as a Lead is still a person, not a company. We are an agency and therefore our clients are companies that have contacts which can change, but the client remains the same. Likewise a lead will be to a company (as they would become the client) not a person. Regardless of qualified or not, we can’t use a person’s name as the essential information.

 

Totally understand, might sound a bit confusing, but we actually put the company name in as the "first name" of a lead and treat the lead as a company until we get our direct point of contact.

But what Michelle mentioned should be able to help!

Perfect @Michelle from Copper thank you

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