In the current Manage duplicate tool you have the option to merge or reject suggested duplicate. We often see suggested duplicates being the same organisation but separate legal entities with the same domain, or often same company in separate read more
Would have expected more product development on the line items/products by now, such as filtering pipelines based on line items, creating lists, addi...read more
Would have expected this to be a feature by now. Hope to see it in development soon, as requiring a line item at a certain deal stage + having differ...read more
@AnouarDak , thank you for a detailed description! Will this work retroactively as well, or only for surveys submitted after the properties have bee...read more
@mollyeyoung , not ideal but I have tested this and it works for the sole purpose of creating these reports: - Create a separate pipeline for a...read more
In the current Manage duplicate tool you have the option to merge or reject suggested duplicate. We often see suggested duplicates being the same organisation but separate legal entities with the same domain, or often same company in separate read more