User permissions to control duplication of deals
Has anyone found a way to control user permissions around duplicating deals?
The activity unfortunately bypasses most automations and causes quite some problems as a result.
If nobody has found a way round this then @Inês Batata can we please add this as a feature request?
Comments
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Hi @Paddy Orrell , thank you for your input!
By definition Pipedrive doesn't have a duplicate detection rule for Deals, as there isn't a solid enough "universal" rule that would fit all the different customers we have and their businesses. Learn more about this here: How does the Merge Duplicates feature identify duplicates in Pipedrive?
However, I suggest you have an Admin user reach out to our Support team and ask them to implement a duplicate detection rule of your choice for deals in your company and they will let you know more about this: How can I contact Pipedrive Support?
That being said, we appreciate your input and use it to give our teams thinking points to be considered in the future. Speaking of which, here’s how to stay on top of what’s coming down the line:
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