Infinity3 Help Centre

Use separate opportunities when one customer has distinct enquiries, renewals or purchases to track.

Before you start

Check whether the deals are separate pieces of work or accidental duplicates. Give each opportunity a clear name, value and owner.

Review automations before changing the account’s multiple-opportunity setting.

Allow multiple opportunities

1. Open Settings → Objects → Opportunities.
2. Find Allow Multiple Opportunities per Contact.
3. Enable it if your business needs more than one deal for the same contact in the same pipeline.
4. Save.
5. Test with two sample opportunities linked to a dedicated test contact.

Existing cards remain in place. The setting permits additional records rather than creating them automatically.

Keep workflows focused

Check which opportunity each workflow should update. Use supported opportunity selection and trigger filters rather than assuming the contact has only one deal.

Review the workflow’s separate multiple-opportunity and re-entry settings. Account-level permission to create cards does not by itself define how each automation runs.

Check reporting

Pipeline totals include the relevant opportunities. Make sure two cards represent two real deals rather than the same revenue counted twice.

Things to know

• Disabling the setting later does not delete existing opportunities.
• Parallel deals can produce repeated customer messages if workflows are not scoped correctly.
• Keep the customer’s shared details on their contact record.

Contact Infinity3 with the intended deal structure if you need help reviewing automation behaviour.