Flexibility in Duplicate Opportunties
C
Christina Rosario
Allow it to restrict to only one opportunity in one pipeline, while allowing duplicate in others.
For instance, I don't want multiple SALES opportunities created but I do want multiple SUPPORT "tickets" created.
I would think that if you turn off DUPLICATE OPPTY in company settings....... but in the workflow where there is a checkbox to TURN ON duplicate opportunities that would override the company setting.
I would only be creating those duplicate oppty via workflow when someone submits a form.
Log In
P
Pallavi Kothari
Merged in a post:
Duplicate Opportunity Settings on Pipeline Level: allow/disable per Pipeline
M
Mark Kalnitski
Now it's a global business setting
P
Pallavi Kothari
Merged in a post:
Allow Duplicate Opportunities In Specific Pipelines
A
Amal J
Now, we have only one 'allow duplicate opportunities' that is on the sub-account level. This setting applies to all pipelines in the sub-account.
I am building a stats board where I want to know exact numbers of people in each stage - like FB Group members - should be growing and not shrinking when I move people to the next stage.
Whereas, in the other boards, I want cards to move and not have duplicates.
So, I want to be able to allow duplicate opportunities in one pipeline alone.
P
Pallavi Kothari
Merged in a post:
Please allow for us to choose which Pipelines we can have multiple opportunities for One contact and which one's we Only want 1 Opportunity per contact
D
Daniel Ndaya
S
Steven Stein
100% drop the global setting or allow us to override it