When you enter in a new company with same name as last entry, it puts the address and name of the pr

Steve Kearney
Steve Kearney Member Posts: 1 VERIFIED MEMBER
edited July 2022 in Sales CRM #1

 

Tagged:

Comments

  • Martin Pecha_2338
    Martin Pecha_2338 Member Posts: 145 VERIFIED MEMBER
    Third Anniversary 100 Comments 5 Up Votes 5 Likes
    edited September 2020 #2

    So far I know, this should not happen as pipedrive treats organizations as separate entities. If this happen, pipedrive will treat them as duplicites as it compares name and adress of organisations

  • Leanne Clark
    Leanne Clark Member Posts: 6 VERIFIED MEMBER
    First Comment
    edited September 2020 #3

    Pipedrive should not use information from last entry.  If yoh have mutiple branches I find it best to import the data, it is faster and cleaner.

  • Mike van der Valk
    Mike van der Valk Pipedrive Team Posts: 3,063 PIPEDRIVE TEAM
    2500 Comments Fourth Anniversary 100 Likes 5 Answers
    edited September 2020 #4

    @Steve Kearney we'll always show you possible duplicates when creating a new org but we'll never pre-fill the data unless you manually select an option we show you once you start typing. Down here are two examples of how it looks like:
     

    image
    image
This discussion has been closed.