To improve data accuracy and streamline processes, we are introducing a new feature that prevents creation or addition of pipelines or stages with identical names.
Key Changes:
No Duplicate Names:
Users will no longer be able to create or add pipelines or stages with the same exact name.
Existing Pipelines and Stages:
This change will not impact any pipelines and stages already created.
Updating Existing Entries:
If you attempt to rename an existing pipeline or stage to a name that already exists, you will receive an error message.
Screenshot 2024-06-06 at 3
Screenshot 2024-06-06 at 3
Benefits:
Accuracy:
Ensures correct referencing of pipelines and stages by name, especially during opportunity imports and when using drop-down and filters.
Data Integrity:
Prevents confusion and errors caused by duplicate names, leading to more reliable data management.
Thank you for your continued support and feedback.