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.
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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