How can I see duplicated deals?

noa
noa Member Posts: 4 NEW MEMBER
edited December 2024 in Sales CRM #1

Hi guys,

I had issue with my API and i have few of duplicated deals.
There is 1 deal as "new lead" in the pipeline and then another deal with the same details in "won"

How can i see all the duplicated deals?

Thanks

Tagged:

Answers

  • Helio
    Helio Pipedrive Team Posts: 89 PIPEDRIVE TEAM
    Fourth Anniversary 10 Comments 5 Likes Name Dropper
    #2

    Hello @noa,

    I hope you are doing well today!

    My name is Hélio and I am part of the support team at Pipedrive.

    Currently, Pipedrive doesn’t have a built-in system to detect duplicate deals. The duplicate detection feature is available only for "People" and "Organizations," which you can learn more about here.

    Pipedrive has a manual merging feature in case you come across items that were not identified as duplicates. This feature can be used to merge deals, people and organizations.

    On the detail view of a deal, person, or organization, click on “More (...)” and select “Merge.”

    Screenshot%202023-03-16%20at%209.12.56%20AM.png

    The merge menu will be opened. Enter the deal or contact name that you want to merge in the search bar at the top right corner, and once you select the deal or contact to merge, you’ll see the information of both items displayed.

    Screenshot%202023-03-16%20at%209.18.52%20AM.png

    Choose which information to keep in case of conflict on the banner at the bottom. Click on “Preview” and, if everything looks correct, proceed to “Merge.”

    That said, there are integrations available in our marketplace that can help detect duplicate deals based on selected criteria. One such tool is Dedupely. Additionally, you can explore other options in our marketplace.

    I hope this is helpful :)

Categories