Duplicate Deals

Sven Braam
Sven Braam Member Posts: 11 VERIFIED MEMBER
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edited March 5 in Sales CRM #1

Is it possible to create a new sub-item under the "duplicate" section, where you not only can see duplicate Contacts, Companies - but also "deals" with the same identical unique name?

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Answers

  • Helio
    Helio Pipedrive Team Posts: 141 PIPEDRIVE TEAM
    Fourth Anniversary 100 Comments First Answer 5 Likes
    #2

    Hello @Sven Braam,

    I hope you are doing well today!

    Currently, Pipedrive does not have a built-in feature to automatically detect duplicate deals. However, you can manually merge duplicates by following these steps:

    🔗 How to Merge Duplicates – Pipedrive Support

    If you’re looking for an automated solution, integrations like Dedupely can help by detecting duplicate deals and allowing you to merge them easily. Learn more about Dedupely here:

    🔗 Dedupely – Pipedrive Marketplace

    Let me know if you have any questions! 

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