Question

Want to create an opportunity for multiple customers

Hello, I was wondering if it was possible to create opportunities that have more than one customer/account? 

We have a client which desires this functionality and was wondering if it was possible out of the box or if it needs additional programming?

Thanks in advance!

/Per

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1 comments

Dear Per,

If there are two customers that are interested in something you should create two different opportunities for both of them. However you can specify another lookup field on the opportunity page via section wizard and call it "Additional account" or "Additional customer" for example and bind this lookup to the accounts object or contacts object. Don't make that field required. So when you create the opportunity you can specify additional account or contact who is interested in the product in terms of one opportunity.

Regards,

Oscar

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