Can I change a constituent on an opportunity?
Hello. We have a donor who has changed their mind and now wants to give through their company. The opportunity contains information that we would like to retain. Does anyone know if it’s possible to change the constituent of an opportunity? Thank you.
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@Tania Pinard
there's no such functionality today. You can hit the Idea Bank and vote on an existing or new idea.2 -
Thank you @Alex Wong
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@Tania Pinard if nothing, once you add the opportunity to the business record, you can at least copy all of the opportunity actions from the individual record to the business record
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