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Jordan Hunter Bidding in Opportunities
Hey Team,
Im at an absolute loss with this request from my team.
When an opportunity appears (a project), before it hits Order Recieved, it has multiple of our accounts (customers) bid on it.
At the moment we dont track that, but would like to, but i cant figure out a way to have multiple accounts on an opportunity without creating 10x lookup fields which would be extremely cluttery and impossible to consistantly report on.
Am i missing something? I feel like multiple accounts bidding on one Opportunity should be something that Salesforce could handle.
Im at an absolute loss with this request from my team.
When an opportunity appears (a project), before it hits Order Recieved, it has multiple of our accounts (customers) bid on it.
At the moment we dont track that, but would like to, but i cant figure out a way to have multiple accounts on an opportunity without creating 10x lookup fields which would be extremely cluttery and impossible to consistantly report on.
Am i missing something? I feel like multiple accounts bidding on one Opportunity should be something that Salesforce could handle.
Check below example that matches your requirement :-
https://salesforce.stackexchange.com/questions/161110/how-can-i-associate-multiple-accounts-to-a-single-opportunity
Please mark it as the Best Answer so that it can help others in the future.
Regards,
Priya Ranjan