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Not supported for the current status
Status Under consideration
Categories Opportunities & Quotes
Created by Jess Nead
Created on Sep 22, 2026

RELATED IDEAS

Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit DTC-I-470 Define Contact Roles at the CRM, Opportunity, and Project Level.

Ability to link two accounts by opportunity/project Merged

We currently add the opportunity to the homeowners account but it would be helpful to be able to link the builder or contractor they are working with. This way when we pull up the builder/contractors account it will show all opportunities/projects they have been involved with.