Contacts with multiple deals in a specific pipeline

[GabrielSaleh]

Hi,

I'm facing the challenge of duplicated deals in a specific pipeline. We identified the technical cause but cannot act on this within the time we need.

To bring agility to operation, I need to create a workflow that identifies if the enrolled contact (triggered by a combination of associated deal's phase + pipeline) has another open deal in this pipeline.

If positive, I need to move that newest deal to another pipeline, guaranteeing that no one will be over-communicated.

I need to do it by a deal workflow to guarantee that I will move only the newest one. But I have to this identification based on the contact <> deal association's informatiom.

How would you solve that?

Thanks!

[BukunmiOdetayo · Accepted solution]

Hi @GabrielSaleh,

I spent some time trying to figure out the best way to work around your request.

Here's what I did:

1. I created a custom property "Check Deal Create Date - Dup" and make the filed a date picker (You can call this property anything you like, just make sure it's a date picker)

2. In my deal-based workflow, I set the triggers as (create date is known, number of associated deals in contact is greater than 1, and the pipeline is that specific pipeline you want)

3. I copied the create date into my custom property "Check Deal Create Date - Dup" and delayed for 1 hour to allow for an update

4. I used "if/else" to check for old deals and new deals: my old deals will be before my custom property "Check Dal Create Date - Dup" while my new deals will be after it. (Remember I have copied the "create date of the deal" into that property. So, date will give me an accurate result)

5. Then, I set the new deal into the pipeline of your choice.

Please check this video for details of the process and let me know if it helps.