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Where Business Meets Simplicity
We get it—running a business, managing clients, building funnels, sending campaigns… it’s a lot. That’s why we created Tekmatix: to make it easier. And this blog? It’s your space to learn, grow, and stay inspired.
Here, we break down the complex stuff into real-world advice, practical tools, and stories from people just like you. No tech jargon. No fluff. Just helpful content you can use right now.
Use the search bar below to look for help articles you need.
How To Add A Contact To Multiple Opportunities
You may want to add a contact to multiple opportunities. Follow these steps to learn how to allow duplicate opportunities. After that is done, there are two ways to add them: you can add an opportunity in the individual contact's profile, or use the Opportunity Workflow Action.
Step 1: How to Allow Duplicate Opportunities in Settings
Under Settings > Business Profile, navigate to "General"
Check the box for "Allow Duplicate Opportunity."
Step 2: How To Allow Duplicate Opportunities Using the Opportunity Workflow Action
Click into the workflow.
Toggle on the opportunity workflow action which allows the lead to be in multiple opportunities.
Click Save to confirm your changes.
NOTE: This will only put them into a duplicate opportunity if it is in a different pipeline that they were not previously a part of.
Step 3: How to Add Opportunities in the Contact profile.
Click into the contact profile.
Scroll down to the left side where you see "Opportunities". Here, you can place them in however many you'd like.
Use the search bar below to look for help articles you need.
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How To Add A Contact To Multiple Opportunities
You may want to add a contact to multiple opportunities. Follow these steps to learn how to allow duplicate opportunities. After that is done, there are two ways to add them: you can add an opportunity in the individual contact's profile, or use the Opportunity Workflow Action.
Step 1: How to Allow Duplicate Opportunities in Settings
Under Settings > Business Profile, navigate to "General"
Check the box for "Allow Duplicate Opportunity."
Step 2: How To Allow Duplicate Opportunities Using the Opportunity Workflow Action
Click into the workflow.
Toggle on the opportunity workflow action which allows the lead to be in multiple opportunities.
Click Save to confirm your changes.
NOTE: This will only put them into a duplicate opportunity if it is in a different pipeline that they were not previously a part of.
Step 3: How to Add Opportunities in the Contact profile.
Click into the contact profile.
Scroll down to the left side where you see "Opportunities". Here, you can place them in however many you'd like.
Marketing
How To Add A Contact To Multiple Opportunities
You may want to add a contact to multiple opportunities. Follow these steps to learn how to allow duplicate opportunities. After that is done, there are two ways to add them: you can add an opportunity in the individual contact's profile, or use the Opportunity Workflow Action.
Step 1: How to Allow Duplicate Opportunities in Settings
Under Settings > Business Profile, navigate to "General"
Check the box for "Allow Duplicate Opportunity."
Step 2: How To Allow Duplicate Opportunities Using the Opportunity Workflow Action
Click into the workflow.
Toggle on the opportunity workflow action which allows the lead to be in multiple opportunities.
Click Save to confirm your changes.
NOTE: This will only put them into a duplicate opportunity if it is in a different pipeline that they were not previously a part of.
Step 3: How to Add Opportunities in the Contact profile.
Click into the contact profile.
Scroll down to the left side where you see "Opportunities". Here, you can place them in however many you'd like.
How To Add A Contact To Multiple Opportunities
You may want to add a contact to multiple opportunities. Follow these steps to learn how to allow duplicate opportunities. After that is done, there are two ways to add them: you can add an opportunity in the individual contact's profile, or use the Opportunity Workflow Action.
Step 1: How to Allow Duplicate Opportunities in Settings
Under Settings > Business Profile, navigate to "General"
Check the box for "Allow Duplicate Opportunity."
Step 2: How To Allow Duplicate Opportunities Using the Opportunity Workflow Action
Click into the workflow.
Toggle on the opportunity workflow action which allows the lead to be in multiple opportunities.
Click Save to confirm your changes.
NOTE: This will only put them into a duplicate opportunity if it is in a different pipeline that they were not previously a part of.
Step 3: How to Add Opportunities in the Contact profile.
Click into the contact profile.
Scroll down to the left side where you see "Opportunities". Here, you can place them in however many you'd like.
CRM
How To Add A Contact To Multiple Opportunities
You may want to add a contact to multiple opportunities. Follow these steps to learn how to allow duplicate opportunities. After that is done, there are two ways to add them: you can add an opportunity in the individual contact's profile, or use the Opportunity Workflow Action.
Step 1: How to Allow Duplicate Opportunities in Settings
Under Settings > Business Profile, navigate to "General"
Check the box for "Allow Duplicate Opportunity."
Step 2: How To Allow Duplicate Opportunities Using the Opportunity Workflow Action
Click into the workflow.
Toggle on the opportunity workflow action which allows the lead to be in multiple opportunities.
Click Save to confirm your changes.
NOTE: This will only put them into a duplicate opportunity if it is in a different pipeline that they were not previously a part of.
Step 3: How to Add Opportunities in the Contact profile.
Click into the contact profile.
Scroll down to the left side where you see "Opportunities". Here, you can place them in however many you'd like.
How To Add A Contact To Multiple Opportunities
You may want to add a contact to multiple opportunities. Follow these steps to learn how to allow duplicate opportunities. After that is done, there are two ways to add them: you can add an opportunity in the individual contact's profile, or use the Opportunity Workflow Action.
Step 1: How to Allow Duplicate Opportunities in Settings
Under Settings > Business Profile, navigate to "General"
Check the box for "Allow Duplicate Opportunity."
Step 2: How To Allow Duplicate Opportunities Using the Opportunity Workflow Action
Click into the workflow.
Toggle on the opportunity workflow action which allows the lead to be in multiple opportunities.
Click Save to confirm your changes.
NOTE: This will only put them into a duplicate opportunity if it is in a different pipeline that they were not previously a part of.
Step 3: How to Add Opportunities in the Contact profile.
Click into the contact profile.
Scroll down to the left side where you see "Opportunities". Here, you can place them in however many you'd like.
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How To Add A Contact To Multiple Opportunities
You may want to add a contact to multiple opportunities. Follow these steps to learn how to allow duplicate opportunities. After that is done, there are two ways to add them: you can add an opportunity in the individual contact's profile, or use the Opportunity Workflow Action.
Step 1: How to Allow Duplicate Opportunities in Settings
Under Settings > Business Profile, navigate to "General"
Check the box for "Allow Duplicate Opportunity."
Step 2: How To Allow Duplicate Opportunities Using the Opportunity Workflow Action
Click into the workflow.
Toggle on the opportunity workflow action which allows the lead to be in multiple opportunities.
Click Save to confirm your changes.
NOTE: This will only put them into a duplicate opportunity if it is in a different pipeline that they were not previously a part of.
Step 3: How to Add Opportunities in the Contact profile.
Click into the contact profile.
Scroll down to the left side where you see "Opportunities". Here, you can place them in however many you'd like.
How To Add A Contact To Multiple Opportunities
You may want to add a contact to multiple opportunities. Follow these steps to learn how to allow duplicate opportunities. After that is done, there are two ways to add them: you can add an opportunity in the individual contact's profile, or use the Opportunity Workflow Action.
Step 1: How to Allow Duplicate Opportunities in Settings
Under Settings > Business Profile, navigate to "General"
Check the box for "Allow Duplicate Opportunity."
Step 2: How To Allow Duplicate Opportunities Using the Opportunity Workflow Action
Click into the workflow.
Toggle on the opportunity workflow action which allows the lead to be in multiple opportunities.
Click Save to confirm your changes.
NOTE: This will only put them into a duplicate opportunity if it is in a different pipeline that they were not previously a part of.
Step 3: How to Add Opportunities in the Contact profile.
Click into the contact profile.
Scroll down to the left side where you see "Opportunities". Here, you can place them in however many you'd like.
