I will be SHOCKED if I am the only user that has ever brought up this issue before. I want to see if anyone has a work around for my issue.
The Opportunities section of Infusionsoft was a big selling point for us. We have hundreds of clients that have specific projects (opportunities) that our BD team goes after. It’s not unusual for us to have multiple Opportunities for one Contact/Company at one time. These Opportunities are completely separate from each other (sales cycle, timing, budget, etc.) and the only thing they have in common is they are for the same client. So they need to be tracked separately!
Here’s my problem. We realized that if a Contact/Company has multiple Opportunities assigned to them, and you add a Task/Note/Appointment on Opportunity A, it will ALSO show on Opportunity B, C, D…etc. It will ALSO show on the Contact/Company Record. A task for Opportunity A has nothing to do with Opportunity B, C, D…etc. I, for the life of me, cannot figure out why Infusionsoft was programmed this way.
I’ve voiced concerns with Infusionsoft customer service reps and they have submitted feedback to the product team. I’ve also emailed email@example.com. But who knows how long, and IF, they will address this issue. In the meantime, I’m wondering if anyone has suggestions for a work around. How can I track updates to specific Opportunities?
Any suggestions are MUCH appreciated.