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Multiple Potential Customers for the same Opportunity RRS feed

  • Question

  • We are a contracting firm. In our business we typically present proposals to multiple companies (Potential Customers) for the same opportunity. How can I set up the Opportunity to include multiple "Potential Customers", identify the winning Potential customer and track all data for reporting win/los ratios later. 
    Monday, October 25, 2010 10:16 PM

Answers

  • Hi GME,

    By default, Opportunity is connected to one potential customer(it can be account or a contact).

    You can create a customent entity and create a 1:N relationship between opportunity and custom entity.

    You still need to think about which account or contact you will choose as potential customer to create an opportunity. You wont be able to create an opportunity without providing value for the default potential customer field.

    Just an idea, you create a opportunity under dummy account. add the multiple potential client using custom entity mentioned above. In that custom entity create a  bit field like "won". who ever won the opportunity, check that field and you can write a workflow on update of that field, update the potential customer field opportunity with the same account.

     

    I hope it helps.


    Amreek singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com
    Tuesday, October 26, 2010 1:46 AM

All replies

  • You could create a N:N relationship to between account and opportunity or you could create a new entity called potential customer and add a N:1 relationship to a account and an N:1 relationship to a opportunity. With the second option you then have the ability to add additional fields to the Potential Customer entity that relate to that potential customer instance.
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    Monday, October 25, 2010 10:46 PM
    Moderator
  • Hi GME,

    By default, Opportunity is connected to one potential customer(it can be account or a contact).

    You can create a customent entity and create a 1:N relationship between opportunity and custom entity.

    You still need to think about which account or contact you will choose as potential customer to create an opportunity. You wont be able to create an opportunity without providing value for the default potential customer field.

    Just an idea, you create a opportunity under dummy account. add the multiple potential client using custom entity mentioned above. In that custom entity create a  bit field like "won". who ever won the opportunity, check that field and you can write a workflow on update of that field, update the potential customer field opportunity with the same account.

     

    I hope it helps.


    Amreek singh Senior CRM Consultant CDC Praxa Sydney, Australia http://mscrmshop.blogspot.com
    Tuesday, October 26, 2010 1:46 AM