Activating the ”allow duplicate opportunity" setting allows you to add the same contact to a pipeline more than once, facilitating better management of repeat business opportunities.

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Go to the System Settings, inside the Business Profile section scroll to the “General” section, and activate the "Allow Duplicate Opportunity" setting.

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Navigate to the opportunity screen and add a new opportunity.

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If the contact is already present, you can now add them again. Ensure you provide a unique identifier (e.g., a modified opportunity name) to distinguish between the entries.

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In the Automations tab, you can set up workflows under which a duplicate opportunity is created automatically. For instance, when a contact replies to a specific workflow, they can be added to the pipeline again as a new opportunity.

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This feature is invaluable for businesses that have clients with ongoing or repeat needs. For example, a digital marketing agency working on multiple projects for the same client can now manage these as separate opportunities within the same pipeline, streamlining project tracking and client communication.

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Currently, opportunities need to be managed individually. Merging may be considered in future updates.