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Multiple contacts on lead/opportunity & aggregate email chatter

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crmcontacts
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Jason H

Often in our sales process we deal with multiple people in the customer organisation. Can we add multiple customer contacts onto an opportunity?

If that is possible, I would then like the opportunity chatter log to show all email correspondence between all the contacts for that opportunity and all the internal staff. Is that possible?

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Paal Steensland

Hey,

I don't quite understand how this question has been deemed as "solved". You're not able to have multiple stakeholders to a single opportunity. You can add followers, but it's not the same thing. Odoo is the only CRM I know that doesn't allow for more than one contact per deal.

If I'm wrong and I have misunderstood, and love to hear it. I'm looking for a solution myself, but Odoo doesn't allow to make my sales efforts efficient.

thank you.
Paal

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Jaideep
Best Answer

You can add contacts as followers to an opportunity, they will receive emails and their responses are captured in chatter

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