With Visibility restricted, users duplicating / creating deals for Prospects that already exist.

Eli Glanz
Eli Glanz Member Posts: 49
10 Comments Second Anniversary 5 Up Votes Photogenic
edited June 2022 in Sales CRM #1

If Deal visibility is restricted, there's no way to avoid salespeople going after the same prospects.

Either there should be some kind of visibility to search whether something exists without seeing more details, Or... ?


  • Amit Sarda (AmitSarda.xyz)
    Amit Sarda (AmitSarda.xyz) Member Posts: 1,451
    1000 Comments Third Anniversary 100 Likes 5 Answers
    edited August 2021 #2

    You can track a field under Person called Open Deals. Alternatively, you could automate creating deals for every prospect so that your team doesn't have to second-guess and create duplicate deals.