September 23

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Allow Multiple Opportunities for a contact in workflows

By David Holland

September 23, 2024

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Users can now enable the “Allow Multiple Opportunities” toggle in workflows to manage several opportunities for one contact separately without workflow restarts. Existing workflows keep this feature off, new ones turn it on by default. Instructions for configuring the feature are provided. An example of real estate scenario is used to demonstrate the feature’s function. FAQs cover the impact on existing workflows, handling re-entering opportunities, and contact details’ stability during updates.

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