Question

Opportunity Card Question

  • 23 January 2023
  • 1 reply
  • 8 views

Is it possible to associate a secondary company and person with an opportunity card? 


1 reply

Userlevel 2
Badge +1

Hi @wendy.helm , thank you for sharing your question into the Copper Community!

Additional contacts can be added to opportunities, but only the Primary Contact can be listed on the “card” summary that is detailed in the pipeline. Can you please confirm, I am understanding your question correctly?

To add additional contacts to an opportunity, navigate to the Related tab and “+” under the People section.

 

Thank you!

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