Concept:
Close Master can be configured to allow a single Contact record (e.g., an active buyer or an investor) to have multiple active Opportunity cards associated with them simultaneously, potentially even within the same Pipeline.
Real Estate Use Case Example:
A buyer (Contact: Jane Doe) is actively looking and makes offers on two different properties (123 Main St and 456 Oak Ave) at the same time. You could create two separate Opportunity cards for Jane Doe in your Buyer Pipeline: "Offer - Jane Doe - 123 Main St" and "Offer - Jane Doe - 456 Oak Ave". Both cards might sit in the "Offer Written" or "Negotiating Offer" stage concurrently.
Enabling Multiple Opportunities:
- Global Setting: This capability is often controlled by a global setting, potentially found under
Settings→Pipeline SettingsorSettings→Company Settings(look for a toggle like "Allow Duplicate Opportunities" or similar). An administrator usually sets this. - Per-Stage Setting (Optional): In some configurations, the ability to have duplicates might also be controllable on a per-stage basis within the
Pipelineeditor (Settings→Pipelines→ Edit Stage →Allow duplicate opportunities?).
Workflow Considerations:
If using Workflows triggered by Opportunity events, check the workflow's settings for an option like "Allow Multiple". If enabled, the workflow can run separately for each concurrent opportunity belonging to the same contact. If disabled, it might only run for the first opportunity that meets the trigger criteria.