Any way to notify of overlapping deals for the same company?

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Regular Contributor

I'd like to learn of a way to notify me when a deal overlaps between different pipelines. (e.g. one rep is unknowingly pursuing the same company as a different rep.)

 

Is there any functionality for this in Hubspot?

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Community Manager

Hi @aarongarcia1,

 

Currently because deals can duplicate, there is no automatic way to know if a deal exists in two pipelines. 

 

You will be able to see under the "deals" card on a company record how many associated deals a company has, so I would encourage your users to confirm there is no deal that already exists with this same purpose. 

 

I would recommend creating a universal naming structure for your team so that identifying which deals already exist is easy. 

 

Thank you,
Jenny


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