Ricardo Pous Wriedt
Business Problem:
A Contact can only hold a single Lifecycle Stage at a time, so each Contact represents exactly one lead. Accounts that involve multiple parallel opportunities under one conversation — such as a family with several children enrolling, where each child is a separate lead — can't be tracked individually without creating duplicate Contacts.
Desired Outcome:
  • Allow multiple leads/deals to be linked to a single Contact, each progressing through its own Lifecycle Stage independently
  • Track and report on each lead/deal separately while keeping them under one conversation
  • Mirror the HubSpot model, where several deals can be associated with one contact
Use Cases:
  • Schools: A single family conversation enrolls more than one child, with each child at a different stage of the enrollment funnel.