How do I add an opportunity to a company?

Zach_Short · August 23, 2018, 5:12pm

Fellow Infusionsoft commune,

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

Any help is much appreciated!

Thanks,

Zach

martinc · August 23, 2018, 8:32pm

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.

Zach_Short · August 23, 2018, 8:45pm

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

martinc · August 23, 2018, 8:56pm

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

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How do I add an opportunity to a company?

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