Problem: Today, our Kanban is focused on Contact management, but customers are requesting using it for Opportunity management.
Currently, we can only manage one opportunity per contact. Since contacts are uniquely identified by phone/email, customers cannot create multiple opportunities for the same contact without duplicating the contact (like hubspot)
Request: Allow multiple Opportunities to be associated with the same Contact.
The Kanban should operate at the Opportunity level, where each opportunity can have its own stage, value, owner, and other opportunity-specific information.
Expected structure:
1 Contact → Multiple Opportunities → Multiple Kanban cards
This would make the Kanban much more suitable for sales pipeline and CRM management.