How to create multiple opportunities for one project lead?

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Posted on by netslider90

Hi Everyone,

Usually we get several opportunities out of a project lead. And for each opportunity different products from different brands are being pitched, so multiple sales reps are involved.
What we'd need is a project activities overview with all brands/products that are being pitched to each project stakeholder.

Is there a way to handle this?

Thanks!

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kojisaiki on at

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I would customize that the related opportunities (other opportunities for same lead) are displayed as a subgrid on an opportunity form.

In work, a sales rep will check the subgrid and contact to other sales reps for combine or share the opportunities.

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