I am interested in adding multiple contacts to a opportunity. Hubspot does this wonderfully. As a real estate agent, I have many contacts working a transaction at a time that I’d like to aggregate in the Opportunity dash. These contacts often work multiple transactions with me (such as a lender). From inside of the Opportunity dash, I would need to be able to add multiple contacts to that opportunity. Similarly, from inside of the Contacts Dash select an existing Opportunity to assign. The default is only to “create” a new opportunity.
I am just setting up SuiteCRM and I need to manually assign Opportunities to Contacts during setup. From inside of the Contacts, I would need to select muliple existing deals to assign the contact to.
Any thoughts? Thanks in advance!