How do I add an opportunity to a company?

Fellow Infusionsoft commune,

What are the steps involved in attaching an opportunity to a company?

Any help is much appreciated!


  • Zach

A Company record just houses contact records. This means that you unfortunately can’t invoice a company, attach an opportunity to a company, etc… You can only do this with contact records.

Thanks for clarifying! Infusionsoft should seriously consider adding this ability, it would make life much easier. :grin:

No one here would disagree with you. :grinning: B2B improvement is on the menu for the latest version of Infusionsoft…not sure if that will trickle down to classic though.