So… apparently, every task you set up for a contact automatically shows up in the Related Tasks for every Opportunity associated with that contact…!!! This is nuts. I have used different CRMs and never has this issue. I just installed Copper and found all sorts of Tasks showing up under opportunities that have no relation to that Opportunity, due to this unfortunate design flaw in Copper.
Does anyone else experience this issue??? Any workaround?
I really want to be able to create Tasks that can be set up as specific to an Opportunity and related to a Contact (without that task then showing up on all the Oppty associated with the contact)!!
I want to be able to create a Task for a Contact and be able to choose which, if any, of the Opportunities related to that contact it shows up under…!!!