BLOCK the creation of Opportunities when CONTACT already has an opportunity?

So, its possible someone has an OPPORTUNITY record already.
Then, we merrily move them down to different stages. Great.

THEN … some time later… they fill out another form which then generates ANOTHER opportunity record.

This is bad, and we don’t want that as it re-starts new items/sequences, etc.

Is there a way to actively BLOCK contacts from creating multiple opportunity records?

Thanks in advance.

Hi, @Jeremy_Moskowitz. When creating an opportunity in the campaign builder, there is an option to not create a new one if an active one already exists -that’s the only way it can be done.

Thanks. I think that’s what I was looking for / remembering. Most appreciated.

Hi everyone!
Is there a way to do the same when creating opportunities manually?
Because when you do it manually that option doesn’t exist.
Thank you in advance! :slight_smile: